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Building 2PROVIDENCE FINANCIAL AND INSURANCES, INC.

Map pinWOODLAND HILLS, CA
Phone818-887-6443
NotebookSEC #801-121770
Total AUM
$215M
Employees
16
Clients
624

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6320 CANOGA AVENUE, SUITE 600
WOODLAND HILLS
CA 91367
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
818-887-6443
Other Offices
2

ReceiptFinancials

Total AUM
$215M
Accounts
1,524
Discretionary
$215M
Accounts
1,524
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
582
AUM
$151.1M
HNW Individual Clients
42
AUM
$63.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNENHNVTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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