PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC
Legal name: PROVIDENCE FINANCIAL AND INSURANCES, INC.
CRD #141988 SEC #801-121770 WOODLAND HILLS, CA 818-887-6443
SEC Registered
Total AUM
$189.5M
Discretionary
$189.5M
Employees
17
Clients
0
Accounts
1,362
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $189.5M | $189.5M | $0 | 17 | 0 |
| Mar 2024 | $153.4M | $153.4M | $0 | 14 | 0 |
| Oct 2023 | $131.1M | $131.1M | $0 | 8 | 0 |
| Feb 2023 | $131.1M | $131.1M | $0 | 8 | 0 |
| Oct 2022 | $119.3M | $119.3M | $0 | 8 | 0 |
| Mar 2022 | $119.3M | $119.3M | $0 | 2 | 0 |
| Jun 2021 | $110.7M | $110.7M | $0 | 2 | 5 |
| Jun 2021 | $110.7M | $110.7M | $0 | 2 | 5 |
DateMar 2025
Total AUM$189.5M
Discretionary$189.5M
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$153.4M
Discretionary$153.4M
Non-Disc.$0
Employees14
Clients0
DateOct 2023
Total AUM$131.1M
Discretionary$131.1M
Non-Disc.$0
Employees8
Clients0
DateFeb 2023
Total AUM$131.1M
Discretionary$131.1M
Non-Disc.$0
Employees8
Clients0
DateOct 2022
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees2
Clients5
DateJun 2021
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees2
Clients5