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Confluence Investment Management

Confluence Investment Management

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      • Brian Hansen
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    Home / Our Firm / Documents & Disclosures

Documents & Disclosures

To download the investment advisory contract, please click on the link below.

  • Confluence Advisory Contract

Prospective clients and advisors, please see our Disclosure
Document (Form ADV – Part II) below.

  • Confluence Disclosure Brochure (Form ADV – Part IIA)
  • Confluence Disclosure Brochure Supplement (Form ADV – Part IIB)
  • Confluence Privacy Policy
  • Confluence Social Media Disclosures
  • About Us
  • Team
    • Mark Keller, CFA
    • Brian Hansen
    • William O’Grady
    • Daniel Winter, CFA
    • Patty Dahl
    • Joe Hanzlik
    • Chris Stein
    • Tom Dugan, CFA
    • David Miyazaki, CFA
    • Tore Stole
    • John Wobbe
    • Dustin Hausladen
    • Gregory Ellston
    • Kaisa Stucke, CFA
    • J. Blair Brumley, CFA
    • Brett Mawhiney, CFA
    • John Laux
    • Anne Kochevar
  • Our Mission & Philosophy
  • Marketing Reps
  • Documents & Disclosures

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CONTACT

Confluence Investment Management LLC
20 Allen Avenue, Suite 300
Saint Louis, MO 63119
Phone: (314) 743-5090
Fax: (314) 743-5205
Email: info@confluenceim.com

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