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PROVIDENT LIVING FINANCIAL SERVICES, INC.

UUID472ff76f-c112-5038-ad3f-2dd87c6db6a1
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 282665 282665 1.0
sec_file_number 801-132694 801-132694

Profile

Websitehttp://www.getprovident.com/
HQ CityLEHI
HQ StateUT
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • PROVIDENT LIVING FINANCIAL SERVICES adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)130,387,563.0
  • RAUM (discretionary)130,387,563.0
  • Actionable assets81,209,623.0
  • Accounts465.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM3,592,761.0
  • Charitable AUM1,109,031.0
  • HNW AUM73,527,355.0

As of 2025-05-23 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.