Confluent Asset Management is a Registered Investment Adviser based in Scottsdale, AZ. Founded with an intention to succeed along with our clients, our mission is to prioritize our clients' needs first and remain dedicated to creating real long-term wealth for every client across the United States.
We build fully customized portfolios for every client to meet their unique needs. Confluent’s mission is to use our systematic investment process to create generational wealth and a positive outlook for the future of every client.
Our team serves a growing number of diverse clients. The more we grow, the more we can make a worthwhile impact on the lives of the people we work with and those around them.
Company Details
- Employees
- 4
- Founded
- -
- Address
- Scottsdale, Arizona, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.confluentam.com
- Keywords
- Financial Services, Financial Planning, Wealth Planning, Asset Management, Risk Management, Portfolio Solutions, Income Solutions.
- HQ
- Scottsdale, Arizona
Confluent Asset Management Questions
Confluent Asset Management's website is http://www.confluentam.com
Confluent Asset Management's LinkedIn profile is https://www.linkedin.com/company/confluent-asset-management
Confluent Asset Management has
4 employees.
View email and phone details for 4
employees at Confluent Asset Management.
Confluent Asset Management's industry is
Financial Services
Confluent Asset Management's top competitors are
Northcoast Asset Management,
Quantum Franchise Group North Atlantic,
Skyward,
Az Pod Studio,
Silverhawk Private Wealth,
Almega Wealth Management,
Annexus Group,
Cambridge Investment Research, Inc.,
Vanguard,
Sienna Wines.
Confluent Asset Management's categories are Financial Services
Confluent Asset Management's founding year is 2022
