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Providence Financial and Insurance Services, Inc

● SEC registered since 2021CRD 141988SEC# 801-121770Woodland Hills, CA
Export (members)
Reg. AUM
$189.5M
Employees
17
Accounts
1,362
Location
Woodland Hills, CA

Providence Financial and Insurance Services, Inc assets under management

Providence Financial and Insurance Services, Inc is an SEC-registered investment adviser based in Woodland Hills, CA. The firm has been registered since 2021. It reports $189.5 million in regulatory assets under management and employs 17 people.

Providence Financial and Insurance Services, Inc owners & executives

1 reported
NameTitleOwnershipSince
Anthony Alan Saccaro ControlPresident, CcoOver 75%1999

Frequently asked questions

How much does Providence Financial and Insurance Services, Inc manage?

Providence Financial and Insurance Services, Inc reports $189.5 million in regulatory assets under management on its Form ADV.

How many employees does Providence Financial and Insurance Services, Inc have?

Providence Financial and Insurance Services, Inc reports 17 employees.

Where is Providence Financial and Insurance Services, Inc located?

Providence Financial and Insurance Services, Inc is based in Woodland Hills, CA and has been SEC-registered since 2021.

Does Providence Financial and Insurance Services, Inc disclose fund performance?

Providence Financial and Insurance Services, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6320 Canoga Avenue, Suite 600, Woodland Hills, CA 91367
Phone818-887-6443
Fax818-887-6765
Office hours8:30a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$189.5M
Non-discretionary$0
Total (RAUM)$189.5M