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| Keyboard |
| Providence Financial and Insurance Services Inc
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|---|---|
| CRD # | 141988 |
| SEC # | 801-121770 |
| CIK # | |
| AUM | 215.0 M (2026-05-04) |
| Employees | 16 (38% Investors, 0% Brokers) |
| Phone | 818-887-6443 |
| Address | 6320 Canoga Avenue, Suite 600 Woodland Hills, CA 91367 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 582 | 151.1 |
| (b) Individuals (high net worth individuals) | 42 | 63.9 |
| (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 | 1,524 | 215.0 |
| By Discretionary | ||
| Discretionary | 1,524 | 215.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,524 | 215.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 215.0 | |
| Total | 1,524 | 215.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Marrick Wealth LLC
✚
|
CA | 215.6 M |
|
Ginsler Wealth Management Inc
✚
|
215.5 M | |
|
Caitlin John LLC
✚
|
MI | 214.9 M |
|
Eastsound Capital Advisors LLC
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|
214.6 M | |
|
Boomfish Wealth Group LLC
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|
GA | 214.4 M |
|
4Thought Financial Group Inc
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|
NY | 214.3 M |
|
Continuity Wealth Management Corp
✚
|
OR | 214.3 M |
|
IFS Advisors LLC
✚
|
KS | 213.8 M |
|
A4 Wealth Advisors LLC
✚
|
NC | 213.7 M |
|
Elite Income Advisors Inc
✚
|
MD | 213.4 M |