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Building 2PROVIDUS ADVISORS, LLC

Map pinCHANDLER, AZ
Phone(480) 704-3024
NotebookSEC #801-78460
Total AUM
$118.7M
Employees
2
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1490 S. PRICE ROAD
SUITE 303
CHANDLER
AZ 85286
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(480) 704-3024

ReceiptFinancials

Total AUM
$118.7M
Accounts
213
Discretionary
$118.7M
Accounts
213
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
71
AUM
$35.6M
HNW Individual Clients
22
AUM
$66.2M
Pension/Profit Sharing Plan Clients
6
AUM
$16.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTX

HandshakeAffiliates

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

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