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| Happy Holidays!! thanks for using AUM13F!! |
| Confluence Wealth Services Inc
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| CRD # | 311980 |
| SEC # | 801-120711 |
| CIK # | 0001910411 |
| AUM | $5.5 B (2025-04-01) |
| Employees | 68 (54% Investors, 0% Brokers) |
| Phone | 724-271-8801 |
| Address | 732 E Mcmurray Rd Mcmurray, PA 15317 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001910411 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 36.5 | ||
| Microsoft Corp | 29.5 | ||
| J P Morgan Chase & Co | 14.4 | ||
| Nvidia Corp | 13.7 | ||
| Broadcom Inc | 12.4 | ||
| Exxon Mobil Corp | 11.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,624 | 0.9 |
| (b) Individuals (high net worth individuals) | 1,270 | 4.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 82 | 0.2 |
| (h) Charitable organizations | 19 | 0.1 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 47 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12,924 | 5.5 |
| By Discretionary | ||
| Discretionary | 11,869 | 4.9 |
| Non-Discretionary | 1,055 | 0.6 |
| Total | 12,924 | 5.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.5 | |
| Total | 12,924 | 5.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910411] |
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|---|---|---|
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CUSO Financial Services LP
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Horizon Investments LLC
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