C
$3.5M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
2 Employees
24 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2023
- Office Locations
- 1
Office Locations
16427 N Scottsdale Road Suite 410 Scottsdale AZ
About Confluent Asset Management LLC
Confluent Asset Management LLC is a Scottsdale-based RIA. The firm has been operating for 3 years. Managing $3.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
$145.8K AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
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Services
Available
Owner & Executives
Y
YOGESH PRASAD
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Portfolio Manager
- CRD
- #7652211
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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N
NICHOLAS RYAN CHAVEZ
--
- CRD
- #7020393
Available
Available
Available
Showing 1 of 2 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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