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Last updated: February 18th, 2020. Data source: SEC filings.

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ProNvest, federally registered in 2002, is a Registered Investment Advisor (RIA) in 44 state(s) with a licensed staff of 3 advisors. ProNvest manages $927.2 million and provides investment advisory services for 24,281 clients (1:8094 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Top 10%
Advisors Directory View Directory
Avg Advisor Years Registered 5
Percentage of Advisors Trusted 33%
Minimum Investment $0
Average Client Balance $38,184
Total AUM $927.2 million
Advisor / Client Ratio 1:8094
Headquarters Chattanooga, TN
SEC Filings View SEC IAPD CRD #119081
State(s) Registered AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, WA, WV, WI

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.