Confluence Wealth Management LLC
正式名称: CONFLUENCE WEALTH MANAGEMENT LLC
フルコンタクト詳細
Confluence Wealth Management LLC
1211 SW FIFTH AVE, STE 1200, PORTLAND, OR
503-221-7595
503-972-4197
他の情報
Confluence Wealth Management LLCは、法的にはCONFLUENCE WEALTH MANAGEMENT LLCとして知られる、現在17人の従業員を雇用しているオレゴン州の有限責任会社です。そのうち、7人の従業員はアドバイザーの役割を担い、123人のクライアントにサービスを提供しています。同社のSEC（米国証券取引委員会）のステータスは現在承認済みで、登録日は1999年11月23日です。
Confluence Wealth Management
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直接の所有者
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BRYAN DONALD SMITH
CLASS A MEMBER 所有する 10％以上25％未満
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CRAIG WONG IRREVOCABLE TRUST FBO CLARICE J. WONG
CLASS B MEMBER 所有する 5％以上10％未満
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JASON HOWARD LAWTON
CLASS A MEMBER 所有する 5％以上10％未満
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KATHLEEN JADE KEE
CEO, CCO, CLASS A MEMBER 所有する 25％以上50％未満
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LANTZ KENT STRINGHAM
CLASS B MEMBER 所有する 5％以上10％未満
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PERKINS & COMPANY
CLASS A MEMBER 所有する 10％以上25％未満
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WAIYEE CARMEN WONG
CLASS A MEMBER 所有する 5％以上10％未満
近くにある会社
トップホールディングス
- 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