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Provident Trust Company

● SEC registered since 2000CRD 110118SEC# 801-58213Waukesha, WI
Export (members)
Reg. AUM
$6.62B
Employees
12
Accounts
1,069
Location
Waukesha, WI

Provident Trust Company assets under management

Provident Trust Company operates as an SEC-registered investment adviser based in Waukesha, WI. The firm has been registered since 2000. It reports $6.6 billion in regulatory assets under management and employs 12 people.

Provident Trust Company owners & executives

17 reported
NameTitleOwnershipSince
Allison R Creed ControlTrustee, J. Scott Harkness 1999 Trust25-50%2018
Eugene Tuhtar Jacobus ControlDirectorUnder 5%2000
J. Scott and Genevieve Harkness 2003 Trust ControlShareholder25-50%2003
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Frequently asked questions

How much does Provident Trust Company manage?

Provident Trust Company reports $6.6 billion in regulatory assets under management on its Form ADV.

How many employees does Provident Trust Company have?

Provident Trust Company reports 12 employees.

Where is Provident Trust Company located?

Provident Trust Company is based in Waukesha, WI and has been SEC-registered since 2000.

Does Provident Trust Company disclose fund performance?

Provident Trust Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressN16 W23217 Stone Ridge Drive, Suite 310, Waukesha, WI 53188-1199
Phone262-521-2300
Fax262-521-2301
Office hours8:30 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1140436
Discloses disciplinary historyNo

Assets under management

Discretionary$6.62B
Non-discretionary$191K
Total (RAUM)$6.62B