Overview
Assets Under Management: $276 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 204
Average Client Assets: $1 million
Frequently Asked Questions
PROVENCE REGISTERED INVESTMENT ADVISOR, LLC 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 #279037), PROVENCE REGISTERED INVESTMENT ADVISOR, LLC is subject to fiduciary duty under federal law.
PROVENCE REGISTERED INVESTMENT ADVISOR, LLC is headquartered in IRVINE, CA.
PROVENCE REGISTERED INVESTMENT ADVISOR, LLC serves 204 high-net-worth clients according to their SEC filing dated October 02, 2024. View client details ↓
According to their SEC Form ADV, PROVENCE REGISTERED INVESTMENT ADVISOR, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PROVENCE REGISTERED INVESTMENT ADVISOR, LLC manages $276 million in client assets according to their SEC filing dated October 02, 2024.
According to their SEC Form ADV, PROVENCE REGISTERED INVESTMENT ADVISOR, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 204
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.23
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 777
Discretionary Accounts: 777
Regulatory Filings
CRD Number: 279037
Last Filing Date: 2024-10-02 00:00:00
Website: https://pwmg.com