Adviser Profile
| As of Date | 05/17/2025 |
| Registration status | Registration Changed to PROVIDENT LIVING FINANCIAL SERVICES, INC. |
| ADV Location | LEHI, UT, United States |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 130,387,563 20% |
| of that, discretionary | 130,387,563 20% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 280,403 -1% |
| % High Net Worth | 18.22% 14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds