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Providus Advisors, LLC
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Overview Share
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Chandler, Arizona
$118.7 million AUM
1 office

Providus Advisors, LLC is based in Chandler, Arizona and has $118.7 million in assets under management.

Location
1490 S. Price Road
Suite 303
Chandler, AZ 85286
$118.7 million
AUM
2
Employees
AUM Share
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$118,702,771
Assets under management
213 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 71 $35,624,418 30% $501,752
High net worth individuals 22 $66,159,635 56% $3,007,256
Pension and profit sharing plans 6 $16,918,718 14% $2,819,786
Employees Share
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2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
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$118,702,771
Assets under management
$59,351,386
AUM per employee
$59,351,386
AUM per investment analyst
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Compensation

Providus Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Percentage retirement plan assets under advisement
Services offered

Providus Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 136,182
SEC number 801-78460
Legal structure Limited Liability Company
Legal governance Arizona, United States
Latest ADV filing date March 30, 2020

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