PROVEST CAPITAL MANAGEMENT LLC
Legal name: METRIST WEALTH ADVISORS
CRD #300037 SEC #801-119657 LAKE OSWEGO, OR 503 636-1443
SEC Registered
Total AUM
$121.7M
Discretionary
$110.7M
Employees
2
Clients
101
Accounts
317
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $121.7M | $110.7M | $11M | 2 | 0 |
| Oct 2020 | $104M | $95.5M | $8.4M | 2 | 0 |
| Sep 2020 | $104M | $95.5M | $8.4M | 2 | 0 |
DateMar 2021
Total AUM$121.7M
Discretionary$110.7M
Non-Disc.$11M
Employees2
Clients0
DateOct 2020
Total AUM$104M
Discretionary$95.5M
Non-Disc.$8.4M
Employees2
Clients0
DateSep 2020
Total AUM$104M
Discretionary$95.5M
Non-Disc.$8.4M
Employees2
Clients0