ProNvest Review

Trust Score 96%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

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
Minimum Investment $0
Average Client Balance $38,184
Hybrid Advisor No
Disciplinary History No
Total AUM $927.2 million
Advisor / Client Ratio 1:8094
Headquarters Chattanooga, TN
SEC Filings Forms and Brochures    (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

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