About Lantz K. Stringham of CONFLUENCE WEALTH

Lantz K. Stringham is Class B Member at Confluence Wealth Management Llc and has been affiliated with Confluence Wealth Management Llc since January-2014.

Confluence Wealth Management Llc is an investment advisor that manages 565.2 MM dollars in regulatory AUM and has 17 employees, of which 8 perform investment advisory functions. The managers's latest filing has disclosed 207MM in positions, which represents 37% of the manager's regulatory AUM.

For more on Confluence Wealth Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile

CONFLUENCE WEALTH StockAlpha

-0.7%
Top 25%
StockAlpha 3 yr performance attributed to stock picking: -0.7%/yr

Co-workers of Lantz K. Stringham at CONFLUENCE WEALTH

Name Title In Position Since
Grant L. Jones Class A Member November-2011
Gary W. Reynolds Class A Member November-2011
Kathleen J. Kee Ceo, Class A Member November-2011
David Morganstern Cco, Class A Member November-2011
Marilyn R. Bergen Class A Member November-2011
Gregory J. Houser Class B Member January-2014

Fundamental & Technical Factor Exposure

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Lantz K. Stringham Office Address

1211 SW FIFTH AVE
STE 1160
PORTLAND, Oregon
UNITED STATES, 97204

Lantz K. Stringham Contact Information

Phone Number: 503-221-7595
Fax Number: 503-972-4197
Website:

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