|
⚲
|
| Provident Financial Planning LLC
✚
| |
|---|---|
| CRD # | 291830 |
| SEC # | 801-123142 |
| CIK # | |
| AUM | $132.5 MM (2024-07-09) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 888-752-6234 |
| Address | 6275 W Plano Pkwy Plano, TX 75093 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 7.6 |
| (b) Individuals (high net worth individuals) | 43 | 117.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 273 | 132.5 |
| By Discretionary | ||
| Discretionary | 270 | 130.5 |
| Non-Discretionary | 3 | 2.0 |
| Total | 273 | 132.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.5 | |
| Total | 273 | 132.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Proxy Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Diazo LLC
✚
|
NV | 0.1 |
|
Burgess Investment Management and Research Inc
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|
0.1 | |
|
Goverman Financial Solutions LLC
✚
|
MA | 0.1 |
|
Steward Advisors LLC
✚
|
IL | 0.1 |
|
Fairscale Capital LLC
✚
|
NH | 0.1 |
|
Patrick Financial Group LLC
✚
|
MI | 0.1 |
|
Gilbert Capital Group Inc
✚
|
ME | 0.1 |
|
ADCM LLC
✚
|
MA | 0.1 |
|
Crawford Gregory Jason
✚
|
CA | 0.1 |