1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PROVIDENT LIVING FINANCIAL SERVICES

Map pinLEHI, UT
Phone801-753-5639
NotebookSEC #801-132694
Total AUM
$158.1M
Employees
3
Clients
254

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3450 N TRIUMPH BLVD.
SUITE 102
LEHI
UT 84043
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
801-753-5639
Other Offices
1

ReceiptFinancials

Total AUM
$158.1M
Accounts
408
Discretionary
$158.1M
Accounts
408
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
183
AUM
$51.9M
HNW Individual Clients
62
AUM
$96.3M
Pension/Profit Sharing Plan Clients
3
AUM
$4.7M
Charitable Organization Clients
5
AUM
$1.3M
Corporation or Business Clients
1
AUM
$3.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDTXUT

HandshakeAffiliates

View all affiliates →

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

Feature requires an account