Overview
Assets Under Management: $155 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 57
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 319
Discretionary Accounts: 319
Regulatory Filings
CRD Number: 291830
Last Filing Date: 2025-03-04 00:00:00
Website: https://providentfp.com