Confluent Asset Management LLC

Overview

Confluent Asset Management LLC is an independent, individually owned registered investment adviser organized as an LLC that serves private individuals and families. The firm combines portfolio management and financial planning with insurance brokerage services, and it lists pension consulting among its advisory offerings for individuals and small businesses. Compensation is primarily a percentage of assets under management, supplemented by hourly fees for certain services. The firm does not position itself as an ESG-focused manager and appears to operate on a single-state basis rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives