Confluent Asset Management LLC

Overview

Confluent Asset Management LLC operates as an independent, individually owned limited liability advisory firm serving individual and family clients. The firm combines portfolio management for individuals and small businesses with financial planning and pension-consulting services, and also conducts insurance brokerage activity. Its fees are charged as a percentage of assets under management and via hourly billing. Confluent is registered to do business in Arizona, Connecticut and Florida and does not act as a capital allocator or as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices