CONFLUENCE WEALTH SERVICES, INC.

2 known aliases resolved via the canonical alias map

Market position · 2024

Plans served4+2 YoYRank #2505 of mapped providers

Assets under administration$72M0.0%Market share · rank #7724

Fees received$174,943Median $42,417/planSum across Schedule C direct + indirect

Net wins YoY+22 won · 0 lostPlan-level switch detection

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