Provident Trust is an investment advisor in Waukesha with $6.50 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
392002404
SEC advisor number
801-58213
FINRA CRD number
110118
AUM ?
$4.84 bn
(as of 30 Mar 23)
Accounts
1,206
(as of 30 Mar 23)
Employees
13
(2 investment advisory or research)
Address
Provident Trust
N16 W23217 STONE RIDGE DRIVE
SUITE 310
WAUKESHA
WI 53188
N16 W23217 STONE RIDGE DRIVE
SUITE 310
WAUKESHA
WI 53188
Phone
2625212300
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21