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Building 2PROVIDENCE WEALTH ADVISORS, LLC

Map pinFRANKFORT, IL
Phone815-306-2020
NotebookSEC #801-71352
Total AUM
$684.4M
Employees
11
Clients
653

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20220 SOUTH LAGRANGE ROAD
FRANKFORT
IL 60423
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
815-306-2020
Other Offices
2

ReceiptFinancials

Total AUM
$684.4M
Accounts
1,384
Discretionary
$684.4M
Accounts
1,384
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
617
AUM
$645.7M
Charitable Organization Clients
8
AUM
$10.8M
Corporation or Business Clients
28
AUM
$28M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINMINHTX

HandshakeAffiliates

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

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