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| Happy Holidays!! thanks for using AUM13F!! |
| Provise Management Group LLC
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| CRD # | 105375 |
| SEC # | 801-32172 |
| CIK # | 0001305707 |
| AUM | $1.8 B (2025-03-28) |
| Employees | 19 (84% Investors, 37% Brokers) |
| Phone | 727-441-9022 |
| Address | 611 Druid Rd E Ste 105 Clearwater, FL 33756 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001305707 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 45.4 | ||
| J P Morgan Chase & Co | 31.3 | ||
| Alphabet Inc | 30.9 | ||
| Amazon Com Inc | 29.8 | ||
| Wells Fargo & Co/MN | 28.0 | ||
| Philip Morris International Inc | 26.1 | ||
| Oracle Corp | 24.6 | ||
| Priceline Com Inc | 17.7 | ||
| Comcast Corp | 17.6 | ||
| Exxon Mobil Corp | 17.2 | ||
| Citigroup Inc | 16.9 | ||
| VISA Inc | 16.6 | ||
| Schwab Charles Corp | 16.6 | ||
| Apple Inc | 16.5 | ||
| Novartis AG | 16.5 | ||
| Analog Devices Inc | 16.4 | ||
| Facebook Inc | 14.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 692 | 320.0 |
| (b) Individuals (high net worth individuals) | 462 | 1,407.5 |
| (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 | 6 | 6.1 |
| (h) Charitable organizations | 15 | 27.7 |
| (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 | 8 | 43.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,439 | 1,804.3 |
| By Discretionary | ||
| Discretionary | 3,392 | 1,779.5 |
| Non-Discretionary | 47 | 24.9 |
| Total | 3,439 | 1,804.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,804.3 | |
| Total | 3,439 | 1,804.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001305707] |
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