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 an independent, individual-owned RIA that manages portfolios for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and acts as a capital allocator and selector of third-party advisers. Its advisory services emphasize portfolio management for individual and small-business clients; the firm also uses outside managers rather than running all strategies in-house. Provisor does not identify as an active ESG investor and is not multi-state registered.
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