CONFLUENT ASSET MANAGEMENT LLC

CONFLUENT ASSET MANAGEMENT LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 323760). Regulatory assets under management: $3.5M.

Registration

• CRD: 323760
• Type: Registered investment adviser
• Location: 16427 N SCOTTSDALE ROAD, SCOTTSDALE, AZ, 85254
• Phone: 623-200-2207
• Latest filing: 2026-01-30
• Regulatory AUM: $3.5M
• Discretionary AUM: $3.5M
• Clients: 2
• Accounts: 24

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323760 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search