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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Providence Financial and Insurance Services Inc
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|---|---|
| CRD # | 141988 |
| SEC # | 801-121770 |
| CIK # | |
| AUM | $189.5 M (2025-03-31) |
| Employees | 17 (24% Investors, 0% Brokers) |
| Phone | 818-887-6443 |
| Address | 6320 Canoga Avenue, Suite 600 Woodland Hills, CA 91367 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 587 | 134.9 |
| (b) Individuals (high net worth individuals) | 38 | 54.6 |
| (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 | 0 | 0.0 |
| (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 | 1,362 | 189.5 |
| By Discretionary | ||
| Discretionary | 1,362 | 189.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,362 | 189.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.5 | |
| Total | 1,362 | 189.5 |
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|---|---|---|
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Bayntree Wealth Advisors LLC
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AZ | 0.2 |
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TX | 0.2 |
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IL | 0.2 |
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FL | 0.2 |
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Cygnet Financial Planning Inc
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Regatta Research & Money Management LLC
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LA | 0.2 |
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Quest 10 Wealth Builders Inc
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