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Provider Financial, Inc.

● SEC registered since 2018CRD 168964SEC# 801-113344Indianapolis, IN
Export (members)
Reg. AUM
$281M
Employees
3
Accounts
774
Location
Indianapolis, IN

Provider Financial, Inc. assets under management

Provider Financial, Inc. is an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 2018. It reports $281 million in regulatory assets under management and employs 3 people.
www.provider-financial.comView on SEC.gov ↗

Provider Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Robert Laine Malmquist ControlPresident/Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Provider Financial, Inc. manage?

Provider Financial, Inc. reports $281 million in regulatory assets under management on its Form ADV.

How many employees does Provider Financial, Inc. have?

Provider Financial, Inc. reports 3 employees.

Where is Provider Financial, Inc. located?

Provider Financial, Inc. is based in Indianapolis, IN and has been SEC-registered since 2018.

Does Provider Financial, Inc. disclose fund performance?

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

Contact & registration

Address3091 East 98th Street, Suite 200, Indianapolis, IN 46280
Phone(317)706-0890
Fax(317)706-0910
Office hours8:30-4:30
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$281M
Non-discretionary$0
Total (RAUM)$281M