Confluence Investment Management is an investment advisor in Saint Louis with $7.76 bn assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
261764456
SEC advisor number
801-68723
FINRA CRD number
146019
AUM ?
$7.20 bn
(as of 21 Mar 24)
Accounts
17,208
(as of 21 Mar 24)
Employees
54
(23 investment advisory or research)
Address
Confluence Investment Management
20 ALLEN AVENUE, SUITE 300
ST. LOUIS
MO 63119
20 ALLEN AVENUE, SUITE 300
ST. LOUIS
MO 63119
Phone
314-743-5090
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 Apr 22
13F-HR
Quarterly holdings report by institutional manager
4 Jan 22
13F-HR
Quarterly holdings report by institutional manager
4 Oct 21