Tore
Stole

Confluence Investment Management LLC

CRD#1470364
Investment Advisor
in Saint Louis, MO

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About this Advisor

Tore Stole is a financial advisor based out of Saint Louis, Missouri with a total of 15 years of relevant experience. Stole is on the advisory team at Confluence Investment Management LLC. They have worked at Confluence Investment Management Llc for their entire career. Stole has a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Missouri. Confluence Investment Management LLC is a financial advisory company that has its headquarters in Saint Louis, MO. It has offices in three locations and a total of 47 financial advisors. It oversees $7 billion in assets across its 17,616 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 126 charities and foundations. Of its 17,616 customer accounts, just 5% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. A financial advisor's fee schedules typically vary depending on the financial services offered. However, fee types charged by Confluence Investment Management LLC can consist of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

15 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

20 Allen Avenue, Ste 300
Saint Louis, MO 63119

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Confluence Investment Management LLC Brokerage Details

Total Assets Under Management

$6,928,892,883

MO Average: $11,469,110,461
Total Number of Employees

47

MO Average: 458
Total Number of Accounts

17,616

MO Average: 33,415
Average Account Size

$393,330

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Tore Stole Work History

Tore has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Confluence Investment Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tore Stole to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Confluence Investment Management LLC

Ronald Pond
Solana Beach, CA
James Taylor
Naperville, IL
Michael Purcell
Winnetka, IL
Michael Kelnosky
Saint Louis, MO
Thomas Knowles
Fuquay-Varina, NC
Tore Stole
Saint Louis, MO
Bonnie Belskis
Naperville, IL
Daniel Winter
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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