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- Custodian
- Charles Schwab & Company · Raymond James · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-05-2021
- Office Locations
- 6
Office Locations
About Confluence Financial Partners
Confluence Financial Partners is a Pittsburgh-based wealth management firm serving individuals and families, businesses and retirement plans, and non-profit organizations. The team provides financial planning, investment management, wealth management, and retirement planning, led by credentialed leadership including a CFA/CFP Chief Investment Officer and a CFP/CPA president, with five offices across Pennsylvania and Naples, Florida.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Stephanie G Bogden
Chief Operating Officer
- CRD
- #4558684
- Ownership
- Less than 5%
KATHLEEN Ann THORNHILL
Chief Compliance Officer
- CRD
- #6108382
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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BARBARA LOUISE BATTIN
--
- CRD
- #5902735
Brandon Beck
Wealth Manager
- CRD
- #5168802
Showing 2 of 43 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,512,741,912 | $443,014 |
| Non-Discretionary | $323,274,289 | $470,559 |
| Total | $6,836,016,201 | $444,243 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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