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Confluence Investment Management LLC
Confluence Investment Management LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 146019, SEC file 801-68723),...
Overview
Confluence Investment Management LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 146019, SEC file 801-68723), with its main office in Saint Louis, Missouri. Its Form ADV filed on 25 March 2026 reports $6.7B in regulatory assets under management across 14,862 accounts.
General information
Firm type
SEC-Registered Investment Adviser
AUM
$6.7B regulatory AUM (Form ADV, March 2026)
Location
Region
North America
Country
United States
City
Saint Louis
Corporate office
Saint Louis, MO, United States
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