Key facts
- CONFLUENCE FINANCIAL PARTNERS is a other based in MCMURRAY, PA.
- CONFLUENCE FINANCIAL PARTNERS reports $995K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 311980- Regulatory AUM
- $995K
- Private fund assets
- —
- Private funds
- —
- Staff
- 70
- Registered office
- MCMURRAY, PA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CONFLUENCE WEALTH SERVICES, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CONFLUENCE FINANCIAL PARTNERS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CONFLUENCE FINANCIAL PARTNERS's AUM?
- CONFLUENCE FINANCIAL PARTNERS manages approximately $995K in assets.