Active
CONFLUENCE FINANCIAL PARTNERS
Investment Advice|MCMURRAY, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$5.5B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 4.9B |
| Non-Discretionary | 565.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 311980 |
| SEC Number | 801-120711 |
| Street Address | 732 E MCMURRAY RD |
| Location | MCMURRAY, PA 15317 |
| Country | United States |
| Phone | 724-271-8801 |
| Total Employees | 68 |
Client Count by Type (5,044 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 3,624 |
| High Net Worth Individual… | 1,270 |
| Pension/Profit Sharing Pl… | 82 |
| Corporations/Businesses | 47 |
| Charitable Organizations | 19 |
| Investment Companies | 1 |
| State/Municipal Govt Enti… | 1 |
Community Partners
CITY OF WASHINGTON
COUNTY OF WASHINGTON
TOWNSHIP OF BUFFALO
TOWNSHIP OF CANTON
TOWNSHIP OF DONEGAL
TOWNSHIP OF HANOVER
TOWNSHIP OF HOPEWELL
TOWNSHIP OF INDEPENDENCE
TOWNSHIP OF JEFFERSON
TOWNSHIP OF MORRIS
TOWNSHIP OF MOUNT PLEASANT
TOWNSHIP OF PETERS
TOWNSHIP OF ROBINSON
TOWNSHIP OF UNION
CITY OF WASHINGTON
COUNTY OF WASHINGTON
TOWNSHIP OF BUFFALO
TOWNSHIP OF CANTON
TOWNSHIP OF DONEGAL
TOWNSHIP OF HANOVER
TOWNSHIP OF HOPEWELL
TOWNSHIP OF INDEPENDENCE
TOWNSHIP OF JEFFERSON
TOWNSHIP OF MORRIS
TOWNSHIP OF MOUNT PLEASANT
TOWNSHIP OF PETERS
TOWNSHIP OF ROBINSON
TOWNSHIP OF UNION
CITY OF WASHINGTON
COUNTY OF WASHINGTON
TOWNSHIP OF BUFFALO
TOWNSHIP OF CANTON
TOWNSHIP OF DONEGAL
TOWNSHIP OF HANOVER
TOWNSHIP OF HOPEWELL
TOWNSHIP OF INDEPENDENCE
TOWNSHIP OF JEFFERSON
TOWNSHIP OF MORRIS
TOWNSHIP OF MOUNT PLEASANT
TOWNSHIP OF PETERS
TOWNSHIP OF ROBINSON
TOWNSHIP OF UNION
Municipal Government
14 Active
14
Organizations
HANOVER TOWNSHIP SEWER AUTHORITY
WASHINGTON COUNTY HOUSING AUTHORITY
HANOVER TOWNSHIP SEWER AUTHORITY
WASHINGTON COUNTY HOUSING AUTHORITY
HANOVER TOWNSHIP SEWER AUTHORITY
WASHINGTON COUNTY HOUSING AUTHORITY
Special District
2 Active
2
Organizations
0809 ASSEMBLY
32 POEMS MAGAZINE LTD
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
0809 ASSEMBLY
32 POEMS MAGAZINE LTD
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
0809 ASSEMBLY
32 POEMS MAGAZINE LTD
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
629 Active
629
Organizations
Community Partners66 organizations
TOWNSHIP OF BUFFALO
Municipal Government·WASHINGTON
TOWNSHIP OF DONEGAL
Municipal Government·WEST ALEXANDER
TOWNSHIP OF HOPEWELL
Municipal Government·AVELLA
TOWNSHIP OF JEFFERSON
Municipal Government·BURGETTSTOWN
TOWNSHIP OF MORRIS
Municipal Government·PROSPERITY
TOWNSHIP OF MOUNT PLEASANT
Municipal Government·HICKORY
TOWNSHIP OF ROBINSON
Municipal Government·MC DONALD
HANOVER TOWNSHIP SEWER AUTHORITY
Special District·BURGETTSTOWN
WASHINGTON COUNTY HOUSING AUTHORITY
Special District·WASHINGTON
0809 ASSEMBLY
Nonprofit Organization·McMurray
32 POEMS MAGAZINE LTD
Nonprofit Organization·McMurray
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFLICATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFLICATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFLICATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFLICATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFLICATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFLICATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFLICATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
4-H CLUBS & AFFLICATED 4-H ORGANIZATIONS
Nonprofit Organization·Washington
AADVANTAGE INC
Nonprofit Organization·WASHINGTON
ACCESSIBLE DREAMS
Nonprofit Organization·WASHINGTON
ACTION RESOURCES INC
Nonprofit Organization·WASHINGTON
ADAPTIVE SPORTS INC
Nonprofit Organization·Washington
Advanced Living Options
Nonprofit Organization·Washington
ADVENTURES IN ARCHAEOLOGY
Nonprofit Organization·McMurray
A D WHITE RESEARCH SOCIETY LTD
Nonprofit Organization·avella
AIR CONDITIONING CONTRACTORS OF AMERICA REGION II INC
Nonprofit Organization·McMurray
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Washington
ALPHA GAMMA DELTA FRATERNITY
Nonprofit Organization·Mc Donald
ALPHA PHI OMEGA
Nonprofit Organization·Washington
ALPHA TAU OMEGA ALPHA PI CHAPTER FOUNDATION
Nonprofit Organization·WASHINGTON