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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 $5,743,082,043 assets under management, offering retirement planning & investment advisory services to 1119 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110118 |
| SEC# | 801-58213 |
| Assets Managed by Firm | $5,743,082,043 |
| No. of Clients | 1119 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1119 | $5,743,082,043 |
| Individuals (other than high net worth individuals) | 187 | $381,937 |
| High net worth individuals | 877 | $4,634,991,513 |
| Pension and profit sharing plans | 5 | $9,543,224 |
| Charitable organizations | 46 | $905,670,524 |
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