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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-23-2016
- Office Locations
- 1
Office Locations
About Confluence Capital Advisors, LLC
Confluence Capital Advisors is a California-based multi-family office providing investment management, business exit consulting, and high-touch financial planning with a specialization in divorce. The firm works with high-net-worth individuals and supports attorneys/mediators on complex asset, compensation, valuation, and settlement tax issues. Portfolios include ETFs, investment-grade bonds, and private funds; custody is primarily at Schwab. Led by founder Brett Cicinelli (CFA/CFP/CDFA/MAFF), who teaches alternative investing strategies.
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Investment Themes
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Owner & Executives
BRETT KRIS CICINELLI
Advisor, President
- CRD
- #3122873
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,207,878 | -- |
| Non-Discretionary | $50,000 | -- |
| Total | $42,257,878 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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