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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Providence Wealth Advisors LLC
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| CRD # | 153646 |
| SEC # | 801-71352 |
| CIK # | |
| AUM | $450.0 MM (82% Disc, 100% US, 2020-03-17) |
| Employees | 9 (56% Investors, 56% Brokers) |
| Phone | 815-306-2020 |
| Address | 20220 South Lagrange Road Frankfort, IL 60423 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Issuer | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| JPM | 291,970.0 | 5.8 | |
| FMBI | 1,480.0 | 4.2 | |
| VYM | 4.1 | ||
| SDY | 3.9 | ||
| BMO | 32,450.0 | 3.0 | |
| MSFT | 1,376,930.0 | 2.8 | |
| CAT | 63,550.0 | 2.5 | |
| HON | 101,730.0 | 2.4 | |
| PFE | 208,250.0 | 2.3 | |
| SCHM | 2.2 | ||
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
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Schiavi & Company LLC
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DE | 0.5 |
|
BlueSky Wealth Advisors LLC
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NC | 0.5 |
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Wealthstar Advisors LLC
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TX | 0.5 |
|
Warner Financial Inc
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|
MD | 0.5 |
|
Ten Capital Wealth Advisors LLC
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WA | 0.5 |
|
Efficient Wealth Management LLC
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TX | 0.5 |
|
Karafin Arthur Sheldon
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|
PA | 0.5 |
|
Penn Davis McFarland Inc
✚
|
TX | 0.4 |
|
Swisspartners Advisors AG
✚
|
0.4 | |
|
Ritter Daniher Financial Advisory LLC
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|
OH | 0.4 |