Confluence Investment Management LLC

CRD 146019 · Saint Louis, MO · $6.7B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 146019
SEC number: 801-68723
Firm type: RIA
Assets under management: $6.7B as of Mar 25, 2026
Website: vimeo.com/CONFLUENCEIM ↗
Phone: 314-743-5090
Address: 20 Allen Avenue, Ste 300, Saint Louis, MO, 63119

Advisors at this firm

8 in our index · page 1 of 1

Bonnie Beth BelskisCRD 1573667 · Naperville, IL

IA RegisteredRegistration inactive
Jason Oconner GanttCRD 3167869 · Fairfield, CT

IA RegisteredRegistration inactive
Mark Alan KellerCRD 1026805 · Saint Louis, MO

IA Registered
Michael James KelnoskyCRD 4273896 · Webster Groves, MO

IA Registered
David Brian MiyazakiCRD 2225242 · Saint Louis, MO

IA Registered
Ronald William PondCRD 1345708 · Solana Beach, CA

IA Registered
Michael James PurcellCRD 1869196 · Winnetka, IL

IA RegisteredRegistration inactive
Matthew David SinkovitzCRD 6162699 · Beachwood, OH

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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