Frequently Asked Questions (FAQ) About
Confluence Wealth Management LLC
- Where is Confluence Wealth Management LLC Located
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1211 SW FIFTH AVE, STE 1200, PORTLAND, OR
- Confluence Wealth Management LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: Confluence Wealth Management LLC, while the legal name is: CONFLUENCE WEALTH MANAGEMENT LLC
- Confluence Wealth Management LLC: How many employees does the firm employ?
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Confluence Wealth Management LLC has 17 employees, of which 7 are employees in advisory roles
- Confluence Wealth Management LLC: How many clients does the firm serve?
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It serves 123 clients.
- Confluence Wealth Management LLC: What are the top holdings of this firm?
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ISHARES TR CORE S&P500 ETF VANGUARD CHARLOTTE FDS ISHARES SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP FLEXSHARES TR SPDR S&P 500 ETF TR TR UNIT ISHARES TR RUS MID CAP ETF ISHARES ISHARES TR RUSSELL 2000 ETF SCHWAB STRATEGIC TR US SML CAP ETF
- Confluence Wealth Management LLC: What other investment firms are located in the vicinity?
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Northwest Capital Management Inc The H Group Inc Cairn Investment Group Inc Greenwood Resources Capital Management LLC RAIN Capital Management LLC Financial Investment TEAM Inc ACM Management Company LLC Arnerich Massena Inc Peregrine Asset Advisers Inc Deschutes Investment Consulting LLC