RIA Intel›Advisers›California›PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC

PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC

Advisory

N·WOODLAND HILLS, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$215M
1-Year AUM Growth
+23.6%
3-Year CAGR
+16.3%
Employees
6
Assets Under Management
Total AUM$215M
Discretionary AUM$215M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients625
Team
Total Employees6
Investment Advisers16
Employee Growth (1Y)+33.3%
Filing History
Total Filings on Record8
First FilingJun 16, 2021
Latest FilingMar 26, 2026
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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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