The Confluent Group, LLC

The Confluent Group, LLC (CRD# 281363) is a financial advisory firm headquartered in Santa Monica, CA. They manage $30,000,000 in 70 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $428,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at The Confluent Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joe A. Solan
CRD#: 2773102
401 Wilshire Boulevard, 12th Floor Suite 174, Santa Monica, CA 90401
93
Wealthminder
score

Joe Solan (CRD# 2773102) is an Investment Advisor Representative working at The Confluent Group, LLC in Santa Monica, CA and has over 19 years of experience in the finance industry.

2
David A. Gross
CRD#: 3265838
401 Wilshire Boulevard, 12th Floor Suite 174, Santa Monica, CA 90401
68
Wealthminder
score

David Gross (CRD# 3265838) is an Investment Advisor Representative working at The Confluent Group, LLC in Santa Monica, CA and has over 12 years of experience in the finance industry.

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