Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001606810-17-000004
Filing Date
2017-05-02
Accepted
2017-05-02 14:09:26
Documents
2
Period of Report
2017-03-31
Effectiveness Date
2017-05-02

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1919
2 CONFLUENCE WEALTH 13F 2017Q1 infotable_20170331.html INFORMATION TABLE  
2 CONFLUENCE WEALTH 13F 2017Q1 infotable_20170331.xml INFORMATION TABLE 58845
  Complete submission text file 0001606810-17-000004.txt   62020
Mailing Address 1211 SW FIFTH AVENUE SUITE 1200 PORTLAND OR 97204
Business Address 1211 SW FIFTH AVENUE SUITE 1200 PORTLAND OR 97204 503-221-7595
Confluence Wealth Management LLC (Filer) CIK: 0001606810 (see all company filings)

EIN.: 911852884 | State of Incorp.: OR | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-16187 | Film No.: 17804272