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PROVIDENCE FINANCIAL AND INSURANCES, INC.
20335 Ventura Blvd Ste 125
Woodland Hills, California 91364
Tel: 818-887-6443
About PROVIDENCE FINANCIAL AND INSURANCES, INC.
PROVIDENCE FINANCIAL AND INSURANCES, INC, formally registered with the SEC as PROVIDENCE FINANCIAL AND INSURANCES, INC. The firm was established in 07/16/2021. They have over 1 offices throughout the country.
PROVIDENCE FINANCIAL AND INSURANCES, INC. is a Woodland Hills, California based Financial Planning firm with nearly $131,079,977 assets under management, offering retirement planning & investment advisory services to 1256 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 141988 |
| SEC# | 801-121770 |
| Assets Managed by Firm | $131,079,977 |
| No. of Clients | 1256 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Commision Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1256 | $131,079,977 |
| Individuals (other than high net worth individuals) | 653 | $98,615,626 |
| High net worth individuals | 40 | $32,464,351 |
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