Confluence Wealth Management LLC

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Assets, Funds, Holdings

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Confluence Wealth Management LLC
CRD #107810
SEC #801-56974
CIK #0001606810
AUM$653.9 MM
Employees17
Phone503-221-7595
Address1211 Sw Fifth Ave Ste 1200
Portland, OR 97204
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IVV 19.1
MDY 17.2
EFA 11.0
AGG 10.5
BNDX 8.9
SPY 8.6
IWR 8.5
EEM 6.6
SCHZ 6.2
IWM 6.1
View All
Holdings by Sector ($BB)