1560 E. Southlake Blvd
Ste. 100
Southlake, Texas 76092
Tel: 469-500-5200
PROVIDENT FINANCIAL PLANNING, LLC, formally registered with the SEC as PROVIDENT FINANCIAL PLANNING, LLC. The firm was established in 02/02/2022. They have over 5 offices throughout the country.
PROVIDENT FINANCIAL PLANNING, LLC is a Southlake, Texas based Financial Planning firm with nearly $102,634,730 assets under management, offering retirement planning & investment advisory services to 289 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 291830 |
SEC# | 801-123142 |
Assets Managed by Firm | $102,634,730 |
No. of Clients | 289 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 289 | $102,634,730 |
Individuals (other than high net worth individuals) | 11 | $6,840,249 |
High net worth individuals | 35 | $95,794,481 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$652,741,971,627 | 818 | 1096 | |
$192,398,103,714 | 269289 | 3349 | |
$140,836,403,633 | 3419 | 510 | |
$134,002,200,000 | 147 | 906 | |
$104,977,500,000 | 95 | 353 |
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