Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > waukesha > PROVIDENT TRUST COMPANY
PROVIDENT TRUST COMPANY
N16 W23217 Stone Ridge Drive
Suite 310
Waukesha, Wisconsin 53188-1199
Tel: 262-521-2300
About PROVIDENT TRUST COMPANY
PROVIDENT TRUST COMPANY, formally registered with the SEC as PROVIDENT TRUST COMPANY. The firm was established in 12/15/2000. They have over 1 offices throughout the country.
PROVIDENT TRUST COMPANY is a Waukesha, Wisconsin based Financial Planning firm with nearly $4,839,167,748 assets under management, offering retirement planning & investment advisory services to 1206 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 110118 |
| SEC# | 801-58213 |
| Assets Managed by Firm | $4,839,167,748 |
| No. of Clients | 1206 |
| No. of Advisors | 13 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1206 | $4,839,167,748 |
| Individuals (other than high net worth individuals) | 201 | $33,695,311 |
| High net worth individuals | 944 | $3,918,478,007 |
| Pension and profit sharing plans | 6 | $12,063,961 |
| Charitable organizations | 51 | $688,277,417 |
More Retirement Planning firms in Waukesha, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $262,082,656,098 | 19 | 209 |
| $247,790,348,025 | 316065 | 4071 | |
| $128,675,520,784 | 272 | 483 | |
| $32,032,395,000 | 361 | 62 | |
| $25,569,711,808 | 27 | 12 |
Explore More Retirement Advisors in Waukesha, Wisconsin