← Back to searchVisit website
PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839 · SEC 801-127183
6900 COLLEGE BLVD.,, SUITE 850, OVERLAND PARK, KS, 66211, United States
Phone
913-323-0535
Fax
866-711-3213
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$428.1M
Discretionary AUM
$426.1M
Team
5 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; PROJECT BASIS
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117 | $37.3M |
| High net worth individuals | 58 | $147.0M |
| Charitable organizations | 11 | $216.6M |
States served
KS, MO, TX
All web addresses on file
Official SEC filing: View on IAPD