Provident Trust Company


Trust Score 98%
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Last updated: August 6th, 2019. Data source: SEC filings.

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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.

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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


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