CONFLUENCE FINANCIAL PARTNERS - Financial Advisor in Pennsylvania, Mcmurray

Tel: 724-271-8801 732 E Mcmurray Rd Mcmurray, Pennsylvania 15317

About CONFLUENCE FINANCIAL PARTNERS

CONFLUENCE FINANCIAL PARTNERS is a Mcmurray, Pennsylvania based financial advisory firm with nearly $3,055,505,438 in assets under management and provides investment advisory services for 8055 clients. There are currently 69 financial advisors at the firm.

General Information

Firm CRD#:

311980

Firm SEC#:

801-120711

Assets Under Management:

$3,055,505,438

No. of Clients:

8055

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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