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Confluence Wealth Management

Global Equity. hedge fund manager based in Lake Oswego, OR. Founded 1997.

$409M
Assets Under Mgmt
11
Employees
1997
Year Founded
SEC Registered
Regulatory Status
📊
Fund Details
Legal Name
Confluence Wealth Management
Headquarters
Lake Oswego, OR
Strategies
Global Equity
AUM
$409.4 Million
Employees
11
Year Founded
1997
SEC Registered
✓ Yes
📍
Address & Contact
🏢
Office Address
1211 SW 5th Avenue, Suite 1200, Lake Oswego, OR 97204
📞
Phone
(1) 5032217595
📠
Fax
(1) 5039724197
✉️
Main Fund Email
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👥
Leadership
KK
Kathleen Kee
CEO
Email: kkee@confluencewealth.com Unlock
LS
Lantz Stringham
Portfolio Manager
Email: lstringham@confluencewealth.com Unlock
JL
Jason Lawton
Partner
Email: jlawton@confluencewealth.com Unlock
BS
Bryan Smith
Partner
Email: bsmith@confluencewealth.com Unlock

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About Confluence Wealth Management

Confluence Wealth Management is a hedge fund manager based in Lake Oswego, OR. The firm was founded in 1997. The firm employs 11 professional staff and manages approximately $409.4 Million in assets. Confluence Wealth Management focuses on Global Equity strategies. The firm is registered with the SEC.

For complete contact information on Confluence Wealth Management, including direct email addresses for senior executives, updated AUM figures, and 40 categories of fund data, download the US Hedge Fund List, N. America Hedge Fund List from HedgeLists.

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