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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SACCARO, ANTHONY, ALAN | I | PRESIDENT, CCO | E | Control |
| SACCARO, ANTHONY, ALAN | I | PRESIDENT, CCO | E | Control |
| SACCARO, ANTHONY, ALAN | I | PRESIDENT, CCO | E | Control |
| SACCARO, ANTHONY, ALAN | I | PRESIDENT, CCO | E | Control |
| SACCARO, ANTHONY, ALAN | I | PRESIDENT, CCO | E | Control |
| SACCARO, ANTHONY, ALAN | I | PRESIDENT, CCO | E | Control |
| SACCARO, ANTHONY, ALAN | I | PRESIDENT, CCO | E | Control |
| SACCARO, ANTHONY, ALAN | I | PRESIDENT, CCO | E | Control |
| SACCARO, ANCA | I | MINORITY OWNER | B | |
| SACCARO, ANCA | I | MINORITY OWNER | B | |
| Saccaro, Anca | I | MINORITY OWNER | B |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (1)
CA
Address
6320 CANOGA AVENUE, SUITE 600WOODLAND HILLS, CA 91367
United States
Phone: 818-887-6443