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PROVIDENCE FINANCIAL AND INSURANCES, INC.

PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC

CRD 141988 · SEC 801-121770

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6320 CANOGA AVENUE, SUITE 600, WOODLAND HILLS, CA, 91367, United States

Phone

818-887-6443

Fax

818-887-6765

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$215.0M

Discretionary AUM

$215.0M

Team

16 total employees; 6 advisory reps

Clients

0

Fees

Percentage of AUM; Commissions

Org form

Corporation

Filing date

2026-05-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals582$151.1M
High net worth individuals42$63.9M

States served

AZ, CA, CO, NE, NV, TN, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD