Provident Living Advisors LLC
Firm details
- Headquarters
- Silverdale, Washington
- CRD number
- 290723
- Website
- providentlivingadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.06%
- Individuals28.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Provident Living Advisors LLC is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. It does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities65%
- US Government Bonds33%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Michael Lizon
Financial PlannerCRD 5258946
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Silverdale, WA
Kitsap
Location
Silverdale, WA
Headquartered in Silverdale, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Kitsap
- Address
- 2021 Nw Myhre Pl
- Time zone
- PT (UTC-8)
- Office locations
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