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Last updated: January 16th, 2020. Data source: SEC filings.
Provident Trust Company, federally registered in 2000, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 4 advisors. Provident Trust Company manages $3.0 billion and provides investment advisory services for 1,170 clients (1:293 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||17|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$2,561,760|
|Total AUM||$3.0 billion|
|Advisor / Client Ratio||1:293|
|SEC Filings||Forms and Brochures (CRD # 110118)|
|State(s) Registered||AZ, CA, FL, IL, PA, TX, WI|