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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Pronvest Inc
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|---|---|
| CRD # | 119081 |
| SEC # | 801-60964 |
| CIK # | |
| AUM | $1.0 B (2025-04-01) |
| Employees | 22 (5% Investors, 0% Brokers) |
| Phone | 423-648-1876 |
| Address | 1110 Market Street Chattanooga, TN 37402 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,712 | 944.4 |
| (b) Individuals (high net worth individuals) | 1 | 26.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 55.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12,714 | 1,026.5 |
| By Discretionary | ||
| Discretionary | 12,712 | 944.4 |
| Non-Discretionary | 2 | 82.1 |
| Total | 12,714 | 1,026.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,026.5 | |
| Total | 12,714 | 1,026.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KWMG LLC
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|
KS | 1.0 |
|
Woodard & Co Asset Management Group Inc
✚
|
NC | 1.0 |
|
Opal Wealth Advisors LLC
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|
NY | 1.0 |
|
WPWealth LLP
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|
TX | 1.0 |
|
Wealth Dimensions Group Ltd
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|
OH | 1.0 |
|
Fountainhead Capital Management LLC
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|
NJ | 1.0 |
|
Activest Wealth Management LLC
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|
FL | 1.0 |
|
Regency Investment Advisors Inc
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|
CA | 1.0 |
|
KWB Wealth
✚
|
CA | 1.0 |
|
Portland Global Advisors LLC
✚
|
ME | 1.0 |