Providence Financial Services, LLC
Providence Financial Services, LLC (CRD# 135093) is a financial advisory firm headquartered in Rocky River, OH. They manage $9,839,169 in 38 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management10MILLION
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Total Number of Accounts38ACCOUNTS
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Average Account Value$258,926
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Providence Financial Services, LLC
1
Sandria Calio (CRD# 1719784) is an Investment Advisor Representative working at Providence Financial Services, LLC in Rocky River, OH and has 1 year of experience in the finance industry.
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