PROVIDER FINANCIAL, INC.

3091 East 98th Street
Suite 200
Indianapolis, Indiana 46280
Tel: (317)706-0890

About PROVIDER FINANCIAL, INC.

PROVIDER FINANCIAL, INC, formally registered with the SEC as PROVIDER FINANCIAL, INC. The firm was established in 05/31/2018. They have over 2 offices throughout the country.

PROVIDER FINANCIAL, INC. is a Indianapolis, Indiana based Financial Planning firm with nearly $281,000,000 assets under management, offering retirement planning & investment advisory services to 774 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168964
SEC#	801-113344
Assets Managed by Firm	$281,000,000
No. of Clients	774
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	774	$281,000,000
Individuals (other than high net worth individuals)	227	$161,000,000
High net worth individuals	74	$120,000,000

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