RIA Intel›Advisers›California›PROVENCE REGISTERED INVESTMENT ADVISOR, LLC

PROVENCE REGISTERED INVESTMENT ADVISOR, LLC

Advisory

N·IRVINE, CA

Data as of Oct 2, 2024 · Source: SEC Form ADV

Total AUM
$276M
1-Year AUM Growth
+2.0%
3-Year CAGR
+10.4%
Employees
6
Assets Under Management
Total AUM$276M
Discretionary AUM$276M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record20
First FilingJan 26, 2018
Latest FilingOct 2, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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