Provident Investment Management, Inc.
Firm details
- Headquarters
- Novi, Michigan
- CRD number
- 106976
- Registered since
- September 14, 1981
- Website
- www.investprovident.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.84%
- Individuals4.84%
- Pension & Profit Sharing Plans1.61%
- Charitable Organizations0.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Provident Investment Management, Inc. is an independent, corporation-structured registered investment adviser that has been SEC-registered since 1981. The firm is owner-operated and serves individual and family clients on a fee basis tied to assets under management. Its advisory menu centers on financial planning and discretionary portfolio management for individuals, small businesses, and businesses or institutions. Provident reports it does not position itself as a capital allocator, is not a multi-state adviser, and does not incorporate ESG screening as a primary investment stance. The firm was named a CNBC Top 100 Financial Advisory Firm in 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- State & Local Bonds6%
- Cash & Cash Equivalents2%
- Private Funds1%
Owners & executives
1 of 1Eric Pozolo
Director of Operations and Chief Compliance OfficerCRD 8288837
Contacts
3 of 5
Miles Putnam
Portfolio ManagerCRD 5895626
Daniel Boyle
Portfolio ManagerCRD 5654255
Scott Horsburgh
PresidentCRD 4346093
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$7.4M in ETFs
100%
$7.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | BlackRock | Passive | Large Blend | $2.7M | 14,291 | 37.24% |
Location
Novi, MI
Oakland
Location
Novi, MI
Headquartered in Novi, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 39555 Orchard Hill Pl
- Time zone
- ET (UTC-5)
- Office locations
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