Overview
Assets Under Management: $276 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 204
Average Client Assets: $1.0 million
Frequently Asked Questions
PROVENCE WEALTH MANAGEMENT GROUP 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 WEALTH MANAGEMENT GROUP is subject to fiduciary duty under federal law.
PROVENCE WEALTH MANAGEMENT GROUP is headquartered in IRVINE, CA.
PROVENCE WEALTH MANAGEMENT GROUP 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 WEALTH MANAGEMENT GROUP offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PROVENCE WEALTH MANAGEMENT GROUP manages $276 million in client assets according to their SEC filing dated October 02, 2024.
According to their SEC Form ADV, PROVENCE WEALTH MANAGEMENT GROUP 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 Client Assets: $1.0 million
Total Client Accounts: 777
Discretionary Accounts: 777
Regulatory Filings
CRD Number: 279037
Filing ID: 1904717
Last Filing Date: 2024-10-02 12:02:00