Matthew David Sinkovitz
Investment adviser representative at Confluence Investment Management LLC
24 yearsExperience
1 stateRegistered in
$6.7BFirm assets
18 yearsFirm in business
Are you Matthew David Sinkovitz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Confluence Investment Management LLCApr 2018 to now
- Gratry & Company LLCMay 2002 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (OH).
Confluence Investment Management LLC
$6.7BAssets managed
14,862Clients
8Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6162699
- Firm CRD
- 146019