Overview
Assets Under Management: $544 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 51
Average Client Assets: $3 million
Frequently Asked Questions
PROVIDENCE FINANCIAL ADVISORS, 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 #124839), PROVIDENCE FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
PROVIDENCE FINANCIAL ADVISORS, LLC is headquartered in OVERLAND PARK, KS.
PROVIDENCE FINANCIAL ADVISORS, LLC serves 51 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, PROVIDENCE FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PROVIDENCE FINANCIAL ADVISORS, LLC manages $544 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, PROVIDENCE FINANCIAL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.44
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 525
Discretionary Accounts: 509
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 124839
Last Filing Date: 2025-03-03 00:00:00
Website: https://pfa-llc.com