Overview
Assets Under Management: $1.0 billion
Headquarters: CHATTANOOGA, TN
High-Net-Worth Clients: 1
Average Client Assets: $26 million
Frequently Asked Questions
PRONVEST, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119081), PRONVEST, INC. is subject to fiduciary duty under federal law.
PRONVEST, INC. is headquartered in CHATTANOOGA, TN.
PRONVEST, INC. serves 1 high-net-worth clients according to their SEC filing dated April 01, 2025. View client details ↓
According to their SEC Form ADV, PRONVEST, INC. offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PRONVEST, INC. manages $1.0 billion in client assets according to their SEC filing dated April 01, 2025.
According to their SEC Form ADV, PRONVEST, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.55
Average High-Net-Worth Client Assets: $26 million
Total Client Accounts: 12,714
Discretionary Accounts: 12,712
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 119081
Filing ID: 1925289
Last Filing Date: 2025-04-01 07:13:00
Website: https://pronvest.com