Provisor Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 313434
- Custodians
- ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Provisor Asset Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and bills for advisory services on a percentage-of-AUM basis. Its advisory work centers on portfolio management for individuals and small businesses and on selecting third‑party advisers when appropriate. The firm identifies itself as a capital allocator but does not position itself as an active ESG investor or a multistate adviser. It lists an industry affiliation with an insurance company.
Assets & Accounts
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
- Public Funds/Mutual Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents4%
- Other1%
Contacts
1 of 1
Todd Allen
Founder and Managing PrincipalCRD 2339704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations