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Building 2PROVENCE WEALTH MANAGEMENT GROUP

Map pinIRVINE, CA
Phone(949) 222-6400
NotebookSEC #801-112522
Total AUM
$275.7M
Employees
6
Clients
448

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9481 IRVINE CENTER DR
IRVINE
CA 92618
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
(949) 222-6400
Other Offices
1

ReceiptFinancials

Total AUM
$275.7M
Accounts
777
Discretionary
$275.7M
Accounts
777
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
202
AUM
$37M
HNW Individual Clients
204
AUM
$207.4M
Pension/Profit Sharing Plan Clients
35
AUM
$26.7M
Charitable Organization Clients
1
AUM
$2.2M
Corporation or Business Clients
6
AUM
$2.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDLANVTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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