Confluence Wealth Management LLC
Nombre legal: CONFLUENCE WEALTH MANAGEMENT LLC
Detalles de contacto completos
Confluence Wealth Management LLC
1211 SW FIFTH AVE, STE 1200, PORTLAND, OR
503-221-7595
503-972-4197
Otra información
Confluence Wealth Management LLC, legalmente conocida como CONFLUENCE WEALTH MANAGEMENT LLC, es una Compañía de Responsabilidad Limitada de Oregon que actualmente emplea a 17 personas. De esos, siete empleados cumplen roles de asesoramiento al servicio de sus 123 clientes. El estatus SEC de la firma está actualmente marcado como Aprobado, con una fecha de registro del 23 de noviembre de 1999.
Confluence Wealth Management
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Propietarios directos
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BRYAN DONALD SMITH
CLASS A MEMBER posee más del 10% pero menos del 25%
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CRAIG WONG IRREVOCABLE TRUST FBO CLARICE J. WONG
CLASS B MEMBER posee más del 5% pero menos del 10%
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JASON HOWARD LAWTON
CLASS A MEMBER posee más del 5% pero menos del 10%
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KATHLEEN JADE KEE
CEO, CCO, CLASS A MEMBER posee más del 25% pero menos del 50%
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LANTZ KENT STRINGHAM
CLASS B MEMBER posee más del 5% pero menos del 10%
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PERKINS & COMPANY
CLASS A MEMBER posee más del 10% pero menos del 25%
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WAIYEE CARMEN WONG
CLASS A MEMBER posee más del 5% pero menos del 10%
Empresas ubicadas cerca
Noticias
Top Holdings
- ISHARES TR CORE S&P500 ETF $17,723k
- VANGUARD CHARLOTTE FDS $13,191k
- ISHARES $13,106k
- SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP $12,061k
- FLEXSHARES TR $10,368k
- SPDR S&P 500 ETF TR TR UNIT $8,142k
- ISHARES TR RUS MID CAP ETF $7,638k
- ISHARES $6,957k
- ISHARES TR RUSSELL 2000 ETF $5,803k
- SCHWAB STRATEGIC TR US SML CAP ETF $5,799k