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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Provider Financial Inc
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|---|---|
| CRD # | 168964 |
| SEC # | 801-113344 |
| CIK # | |
| AUM | $281.0 M (2025-07-08) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 317-706-0890 |
| Address | 3091 East 98th Street Indianapolis, IN 46280 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 161.0 |
| (b) Individuals (high net worth individuals) | 74 | 120.0 |
| (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 | 774 | 281.0 |
| By Discretionary | ||
| Discretionary | 774 | 281.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 774 | 281.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 281.0 | |
| Total | 774 | 281.0 |
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|---|---|---|
|
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✚
|
IL | 0.3 |
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|
Luminvest Wealth Management LLC
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0.3 | |
|
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|
NH | 0.3 |
|
Aspen Wealth Strategies LLC
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|
CO | 0.3 |
|
Pacific Asset Management LLC
✚
|
WA | 0.3 |
|
Schulhoff & Co Inc
✚
|
OH | 0.3 |