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PROVIDENCE FINANCIAL AND INSURANCES, INC.

Tel: 818-887-6443
20335 Ventura Blvd Ste 125
Woodland Hills, California  91364

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PROVIDENCE FINANCIAL AND INSURANCES, INC.

PROVIDENCE FINANCIAL AND INSURANCES, INC. is a Woodland Hills, California based financial advisory firm with nearly $153,377,779 in assets under management and provides investment advisory services for 1232 clients. There are currently 14 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Commission Based

Firm CRD#:

141988

SEC#:

801-121770

No. of Clients:

1232

Assets under Management

$153,377,779

No. of Advisors:

14

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