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CONFLUENT ASSET MANAGEMENT LLC
CRD 323760
16427 N SCOTTSDALE ROAD, SUITE 410, SCOTTSDALE, AZ, 85254, United States
Phone
623-200-2207
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.5M
Discretionary AUM
$3.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $3.5M |
Official SEC filing: View on IAPD