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, SEC-registered advisory firm organized as a corporation. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of third‑party advisers. Fee arrangements combine a percentage of assets under management with fixed fees. Confluence identifies as a user of third‑party managers for certain allocations and does not position itself as an active ESG investor. The firm received recognition from Forbes in back‑to‑back lists: America's Top RIA Firms in 2023 and Top RIA Firms in 2024.
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 5
Stephanie Bogden
Chief Operating OfficerCRD 4558684
Gregory Weimer
Chief Executive OfficerCRD 1528413
Gregory Weimer
Chief Operating OfficerCRD 7116190
Contacts
3 of 38
Corey 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 Mc Murray Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Twin Capital Management Inc
RIAMcmurray, PA
ILG Private Wealth, Inc.
RIAMcmurray, PA
Prowell Financial Management, LLC
RIAExton, PA
Atairos Management, L.P.
RIABryn Mawr, PA
Conestoga Capital Advisors, LLC
RIAWayne, PA
US Innovative Technology Capital Management, LLC
RIAMoon Township, PA