CONFLUENCE FINANCIAL PARTNERS
Firm details
- Headquarters
- MCMURRAY, Pennsylvania
- CRD number
- 311980
- Registered since
- April 5, 2021
- Website
- www.confluencefp.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.07%
- Individuals16.97%
- Pension & Profit Sharing Plans2.75%
- Charitable Organizations2.6%
- Corporations / Businesses1.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Confluence Financial Partners is an independent, corporation-structured RIA that acts as a capital allocator for both individual/family and institutional clients. The firm charges a mix of percentage-of-AUM and fixed fees and delivers discretionary portfolio management along with financial planning and pension-consulting capabilities. It also offers selection-of-other-advisers services, indicating it sources external managers as part of client solutions. Confluence is not positioned as an active ESG investor and lists an insurance company among its industry affiliations. The firm has been recognized on Forbes’ lists of Top RIA Firms in both 2023 and 2024, reflecting visibility in the advisor community.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities11%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
3 of 5Stephanie Bogden
Chief Operating OfficerCRD 4558684
GREGORY WEIMER
Chief Executive OfficerCRD 1528413
GREGORY WEIMER
Chief Operating OfficerCRD 7116190
Contacts
3 of 38Corey Taylor
Client Service AssociateCRD 7359976
Thomas Fitzsimmons
Wealth AssociateCRD 7955435
Matthew Kimmich
Wealth AssociateCRD 7956413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 157Active vs passive
$2.7B in ETFs
21%
$567M
65%
$2.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $257M | 6,043,904 | 9.70% |
Location
MCMURRAY, PA
WASHINGTON
Location
MCMURRAY, PA
Headquartered in MCMURRAY, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- WASHINGTON
- Address
- 732 E McMurray Rd
- Time zone
- ET (UTC-5)
- Office locations
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