Confluence Capital Advisors

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

4041 Sapphire Dr, Encino, California, 91...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1

About Confluence Capital Advisors

Confluence Capital Advisors is a Multi-Family Office and Certified Divorce Financial Analyst (CDFA) based in Encino and Los Angeles, specializing in sophisticated investment and financial services. The firm offers a comprehensive range of services including household budgeting, family governance, tax and estate planning, and divorce financial planning. Their target clients are highly successful individuals and families seeking expert financial guidance, particularly in the context of divorce. Founded by Brett Cicinelli, the firm emphasizes integrity, honesty, and objective decision-making in all its dealings.Explore more
Confluence Capital Advisors's Social MediaPopular SearchesConfluence Capital Advisors LLCConfluence Capital AdvisorsConfluence CaptialSIC Code 62,628NAICS Code 52,523Show more

Confluence Capital Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Confluence Capital Adviso...

<$5M
1-10
Private
-
2016
$6.6M
11-50
Private
-
2014
RC
Ryan CobbChief Operating Officer
<$5M
11-50
Private
-
-
KK
Kabir KapoorChief Investment Officer
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal & Chief Strategy Officer
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Confluence Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Confluence Capital Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Confluence Capital Advisors.

Confluence Capital Advisors Tech Stack

A closer look at the technologies used by Confluence Capital Advisors

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Frequently Asked Questions Regarding Confluence Capital Advisors

What is Confluence Capital Advisors's official website?
Confluence Capital Advisors's official website is www.confluenceca.com
What is Confluence Capital Advisors's Revenue?
Confluence Capital Advisors's revenue is <$5 Million
What is Confluence Capital Advisors's SIC code?
Confluence Capital Advisors's SIC: 62,628
What is Confluence Capital Advisors's NAICS code?
Confluence Capital Advisors's NAICS: 52,523
How many employees does Confluence Capital Advisors have?
Confluence Capital Advisors has 1-10 employees
What industry does Confluence Capital Advisors belong to?
Confluence Capital Advisors is in the industry of: Finance, Securities Trading
What is Confluence Capital Advisors competition?
Confluence Capital Advisors top competitors include: Isthmus Partners, Wealth Advisory Services, Woodmont Investment Counsel, Pillar Wealth Management
What technology does Confluence Capital Advisors use?
Some of the popular technologies that Confluence Capital Advisors uses are: Sentry, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
What does Confluence Capital Advisors do?

Confluence Capital Advisors is a Multi-Family Office and Certified Divorce Financial Analyst (CDFA) based in Encino and Los Angeles, specializing in sophisticated investment and financial services. The firm offers a comprehensive range of services including household budgeting, family governance, tax and estate planning, and divorce financial plann... ing. Their target clients are highly successful individuals and families seeking expert financial guidance, particularly in the context of divorce. Founded by Brett Cicinelli, the firm emphasizes integrity, honesty, and objective decision-making in all its dealings.Read More

What are Confluence Capital Advisors social media links?
Confluence Capital Advisors Linkedin page
Is Confluence Capital Advisors a public company?
Confluence Capital Advisors is private company therefore does not currently have an official ticker symbol
See more information about Confluence Capital Advisors

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