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Building 2PROVIDENT TRUST COMPANY

Map pinWAUKESHA, WI
Phone262-521-2300
NotebookSEC #801-58213
Total AUM
$6.9B
Employees
12
Clients
1,037

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
N16 W23217 STONE RIDGE DRIVE
SUITE 310
WAUKESHA
WI 53188-1199
United States
Operating Hours
8:30 A.M. TO 4:30 P.M.
Monday - Friday
Phone
262-521-2300

ReceiptFinancials

Total AUM
$6.9B
Accounts
1,037
Discretionary
$6.9B
Accounts
1,034
Non-Discretionary
$84.2K
Accounts
3

ContactClients

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Individual Clients
178
AUM
$877.5K
HNW Individual Clients
814
AUM
$5.8B
Investment Company Clients
1
AUM
$209.1M
Charitable Organization Clients
41
AUM
$839.9M
Other Clients
3
AUM
$84.2K
Description of Other Clients
CUSTODY ONLY

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILNCNYPATXWAWI

HandshakeAffiliates

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

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