Provident Trust Company

Trust Score 98%
Trust Score info_outline

Last updated: August 6th, 2019. 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.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $2,561,760
Hybrid Advisor No
Disciplinary History No
Total AUM $3.0 billion
Advisor / Client Ratio 1:293
Headquarters Waukesha, WI
SEC Filings Forms and Brochures    (CRD # 110118)
State(s) Registered AZ, CA, FL, IL, PA, TX, WI

Questions & Answers

Get answers about Provident Trust Company

Ask a question question_answer