PROVISE MANAGEMENT GROUP, LLC

CLEARWATER, FL

[727] 441-9022

SEC #801-32172

Total AUM

$2B

Employees

Clients

1,190

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

611 DRUID RD E. STE 105
CLEARWATER
FL 33756
United States

Operating Hours

8:00AM-5:00PM EASTERN
Monday - Friday

Phone

[727] 441-9022

Other Offices

Financials

Total AUM

$2B

Accounts

3,492

Discretionary

$2B

Accounts

3,452

Non-Discretionary

$22.7M

Accounts

Clients

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Individual Clients

513

AUM

$158.8M

HNW Individual Clients

626

AUM

$1.7B

Pension/Profit Sharing Plan Clients

AUM

$15.5M

Charitable Organization Clients

AUM

$38.8M

Corporation or Business Clients

AUM

$71.1M

Services

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Services Offered

Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting

Compensation Types

Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding

State Registrations

ALCACOCTFLGAILLAMAMDNCNENHNYOHPASCTNTXVAWAWI

Affiliates

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Affiliates

Reported 30 business affiliates.

Claimed Affiliates

Reported as an affiliate by 23 other businesses.