CONFLUENCE WEALTH SERVICES, INC. of MCMURRAY, PA is an SEC-registered investment adviser (CRD 311980). Regulatory assets under management: $6.8B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Gregory Joseph Weimer | CHIEF EXECUTIVE OFFICER AND CHAIR; PRESIDENT; SHAREHOLDER | — |
| Kathleen Ann Thornhill | CHIEF COMPLIANCE OFFICER | — |
| James Austin Wilding | SHAREHOLDER | — |
| MOONEY ABIGAIL KATZEN | CCO; CHIEF COMPLIANCE OFFICER | — |
| WILDING JAMES AUSTIN | GENERAL PARTNER; PARTNER; PRESIDENT AND SECRETARY (+3 more) | — |
| WEIMER GREGORY JOSEPH | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHAIR; CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER (+6 more) | — |
| THORNHILL KATHLEEN Ann | CHIEF COMPLIANCE OFFICER | — |
| William Richard Winkeler | CHIEF INVESTMENT OFFICER | — |
| Stephanie G Bogden | CHIEF OPERATING OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PITTSBURGH | PA | 10 | 724-271-8801 |
| GROVE CITY | PA | 7 | 7244585233 |
| SEWICKLEY | PA | 7 | 724-719-6600 |
| BONITA SPRINGS | FL | 2 | 239-422-5410 |
| — | — | 1 | 7247196603 |
| — | — | 1 | 724-508-2084 |
| — | — | 1 | 724-271-8806 |
| — | — | 1 | 7245082071 |