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PROVIDER FINANCIAL, INC.

CRD 168964 · SEC 801-113344

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3091 EAST 98TH STREET, SUITE 200, INDIANAPOLIS, IN, 46280, United States

Phone

(317)706-0890

Fax

(317)706-0910

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$304.0M

Discretionary AUM

$304.0M

Team

3 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-02-07

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals295$84.3M
High net worth individuals210$219.7M

States served

IL, IN, OH, TX, FL

All web addresses on file

Official SEC filing: View on IAPD