Confluence Wealth Management LLC

Coordonnées complètes

Confluence Wealth Management LLC

1211 SW FIFTH AVE, STE 1200, PORTLAND, OR

503-221-7595

503-972-4197

Autre info

Confluence Wealth Management LLC, légalement connue sous le nom de CONFLUENCE WEALTH MANAGEMENT LLC, est une société à responsabilité limitée de l'Oregon qui emploie actuellement 17 personnes. Sur ces 17, sept sont en charge du conseil financier et servent 123 clients. Le statut SEC de l'entreprise est actuellement marqué comme approuvé, avec une date d'enregistrement du 23 novembre 1999.

Confluence Wealth Management

Client Login Contact Search Menu Home About Us Our Company Our Senior Team Our Clients Our Community Our Core Values Managing Your Wealth Wealth Management Your Wealth Lifecycle Our Fee-Only Structure Expertise Why Work With Us Why Work With Us Our Fee-Only Structure Your Wealth Lifecycle Career Opp…

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Propriétaires directs

BRYAN DONALD SMITH
CLASS A MEMBER possède plus de 10% mais moins de 25%
CRAIG WONG IRREVOCABLE TRUST FBO CLARICE J. WONG
CLASS B MEMBER possède plus de 5% mais moins de 10%
JASON HOWARD LAWTON
CLASS A MEMBER possède plus de 5% mais moins de 10%
KATHLEEN JADE KEE
CEO, CCO, CLASS A MEMBER possède plus de 25% mais moins de 50%
LANTZ KENT STRINGHAM
CLASS B MEMBER possède plus de 5% mais moins de 10%
PERKINS & COMPANY
CLASS A MEMBER possède plus de 10% mais moins de 25%
WAIYEE CARMEN WONG
CLASS A MEMBER possède plus de 5% mais moins de 10%

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Nouvelles

Confluence Wealth Management 13F Holdings Comparison: Q2 2020 vs. Q3 2020 Insights and Trends

Principaux fonds

Période de rapport: Jun 30, 2019 | Date d\'entrée en vigueur: Aug 9, 2019

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