Kathleen
Thornhill
Confluence Financial Partners
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About this Advisor
Kathleen Thornhill is a financial advisor based in Pittsburgh, Pennsylvania with a total of 1 year of industry experience. Thornhill is an advisor for Confluence Financial Partners. The advisor has gained experience at Pnc Bank, Hefren-Tillotson, Inc, Hefren-Tillotson and Confluence Financial Partners. Thornhill holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Confluence Financial Partners is an advisory firm that has its headquarters in Canonsburg, PA. It has offices in three locations and a total of 42 employees. It administers $3 billion in assets under management across its 7,223 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 10 charitable organizations. Of its 7,223 client accounts, 24% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on the type of services offered. However, fees charged by Confluence Financial Partners typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Confluence Financial Partners Brokerage Details
$2,469,850,578
42
7,223
$341,942
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kathleen Thornhill Work History
Kathleen has been registered as a financial advisor for 1 years.*
Confluence Financial Partners
Hefren-Tillotson
Hefren-Tillotson
Hefren-Tillotson, Inc
Pnc Bank
*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 Kathleen Thornhill 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 Financial Partners
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
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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