PROVIDENCE TRUST INC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
333507
Registered since
October 6, 2024

Firm profile

FINTRX

Overview

Providence Trust Inc is organized as a limited liability company and is registered with the SEC as of 2024. Public records list its primary business activity as a commodity pool operator or commodity trading adviser (CPO/CTA). The firm also shows affiliations with a broker-dealer and with another investment adviser, suggesting it operates within a broader network of distribution or advisory relationships rather than as a traditional wealth manager focused on individual advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • SAMMIE T SHIELDS III

    DirectorCRD 7994496

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1500 N Grant St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth