Overview
Assets Under Management: $142 million
Headquarters: CHANDLER, AZ
High-Net-Worth Clients: 90
Average Client Assets: $1.1 million
Frequently Asked Questions
PROVIDUS 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 #136182), PROVIDUS ADVISORS, LLC is subject to fiduciary duty under federal law.
PROVIDUS ADVISORS, LLC is headquartered in CHANDLER, AZ.
PROVIDUS ADVISORS, LLC serves 90 high-net-worth clients according to their SEC filing dated March 02, 2018. View client details ↓
According to their SEC Form ADV, PROVIDUS ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PROVIDUS ADVISORS, LLC manages $142 million in client assets according to their SEC filing dated March 02, 2018.
According to their SEC Form ADV, PROVIDUS ADVISORS, 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
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.51%
Average Client Assets: $1.1 million
Total Client Accounts: 341
Discretionary Accounts: 341
Regulatory Filings
CRD Number: 136182
Filing ID: 1173408
Last Filing Date: 2018-03-02 17:56:00