Provident Trust Company

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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.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 17
Percentage of Advisors Trusted 100%
Minimum Investment $1,000,000
Average Client Balance $2,561,760
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

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