Overview
Assets Under Management: $190 million
Headquarters: WOODLAND HILLS, CA
High-Net-Worth Clients: 4
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.16
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 1,362
Discretionary Accounts: 1,362
Regulatory Filings
CRD Number: 141988
Filing ID: 1957448
Last Filing Date: 2025-03-31 08:41:00
Website: https://providencefinancialinc.com