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Building 2PROVIDENT FINANCIAL PLANNING, LLC

Map pinADDISON, TX
Phone888-752-6234
NotebookSEC #801-123142
Total AUM
$174.2M
Employees
2
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15790 DOOLEY ROAD
SUITE 212
ADDISON
TX 75001
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
888-752-6234
Other Offices
4

ReceiptFinancials

Total AUM
$174.2M
Accounts
343
Discretionary
$174.2M
Accounts
343
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$7.1M
HNW Individual Clients
57
AUM
$162.6M
Charitable Organization Clients
1
AUM
$128.9K
Corporation or Business Clients
1
AUM
$4.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZGATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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