Provise Management Group LLC

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Assets, Funds, Holdings

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CAFR Data
Provise Management Group LLC
CRD #105375
SEC #801-32172
CIK #
AUM $1.5 BB (100% Disc, 100% US, 2020-03-30)
Employees18 (78% Investors, 50% Brokers)
Phone727-441-9022
Address611 Druid Rd E Ste 105
Clearwater, FL 33756
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
1510120890660430201999200620132021
Sector Issuer Cap ($MM) Value ($MM)
VIG 27.0
SCHM 20.1
SDY 15.6
SCHG 14.9
SCHD 14.2
DON 13.0
SDOG 12.0
EFAV 11.5
AMGN 130,830.0 10.2
PG 277,350.0 10.2
View All
Holdings by Sector ($)
0.70.60.40.30.10.02014201620182020
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