Confluence Wealth Management
Confluence Wealth Management is a hedge fund manager based in Lake Oswego, OR. They were founded in 1997 and have 3 employees. Confluence Wealth Management primarily utilizes a global equity strategy.
Address and Contact Info for Confluence Wealth Management
Confluence Wealth Management
1211 SW 5th Avenue, Suite 1200
Lake Oswego, OR 97204
Website: http://www.confluencewealth.com
Phone: (1) 503-221-7595
Fax: (1) 503-972-4197
”Confluence
# of employees: 3
Assets Under Management (AUM): $118.9 million 
Investment Strategies: Global Equity
SEC Registered: Yes
Main Fund Email: xxx@confluencewealth.com
Leadership for Confluence Wealth Management
Kathleen Kee – CEO:
xxx@confluencewealth.com
Lantz Stringham – Portfolio Manager:
xxx@confluencewealth.com
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