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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 2 offices throughout the country.
PROVIDENCE FINANCIAL AND INSURANCES, INC. is a Woodland Hills, California based Financial Planning firm with nearly $153,377,779 assets under management, offering retirement planning & investment advisory services to 1232 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141988 |
| SEC# | 801-121770 |
| Assets Managed by Firm | $153,377,779 |
| No. of Clients | 1232 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1232 | $153,377,779 |
| Individuals (other than high net worth individuals) | 520 | $116,035,115 |
| High net worth individuals | 35 | $37,342,664 |
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