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Building 2PROVISION ASSET, LLC

Map pin
Phone972-987-9651
NotebookSEC #801-132214
Total AUM
$150.7M
Employees
6
Clients
463

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
972-987-9651
Other Offices
6

ReceiptFinancials

Total AUM
$150.7M
Accounts
1,013
Discretionary
$150.7M
Accounts
1,013
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
417
AUM
$95.5M
HNW Individual Clients
42
AUM
$54M
Charitable Organization Clients
2
AUM
$701.3K
Investment Advisor Clients
1
AUM
$161.8K
Corporation or Business Clients
1
AUM
$359.6K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOKTX

HandshakeAffiliates

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

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