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Providence Wealth Advisors, LLC
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Frankfort, Illinois
$450.0 million AUM
4 offices

Providence Wealth Advisors, LLC is based in Frankfort, Illinois and has $450.0 million in assets under management.

Location
20220 South Lagrange Road
Frankfort, IL 60423
Contact
$450.0 million
AUM
9
Employees
AUM Share
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$450,000,000
Assets under management
900 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 875 $150,000,000 33% $171,429
High net worth individuals 25 $300,000,000 67% $12,000,000
Employees Share
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9
Employees
5
Investment analysts
56% of total employees
AUM per employee Share
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$450,000,000
Assets under management
$50,000,000
AUM per employee
$90,000,000
AUM per investment analyst
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Compensation

Providence Wealth Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Providence Wealth Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 153,646
SEC number 801-71352
Legal structure Limited Liability Company
Legal governance Illinois, United States
Latest ADV filing date March 17, 2020

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