About Marilyn R. Bergen of CONFLUENCE WEALTH
Marilyn R. Bergen is Class A Member at Confluence Wealth Management Llc and has been affiliated with Confluence Wealth Management Llc since November-2011.
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 204MM in positions, which represents 36% 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 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 204MM in positions, which represents 36% 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
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: +0.7%/yr
Co-workers of Marilyn R. Bergen 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 |
Gregory J. Houser | Class B Member | January-2014 |
Lantz K. Stringham | Class B Member | January-2014 |
Fundamental & Technical Factor Exposure
Marilyn R. Bergen Office Address
1211 SW FIFTH AVE
STE 1160
PORTLAND, Oregon
UNITED STATES, 97204
STE 1160
PORTLAND, Oregon
UNITED STATES, 97204
Marilyn R. Bergen Contact Information
Phone Number: 503-221-7595
Fax Number: 503-972-4197
Website: http://www.pia-invest.com
Fax Number: 503-972-4197
Website: http://www.pia-invest.com
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