Provence Wealth Management Group
Provence Wealth Management Group (CRD# 279037) is a financial advisory firm headquartered in Irvine, CA. They manage $100,505,956 in 348 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management101MILLION
Total Number of Accounts348ACCOUNTS
Average Account Value$288,810
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Fina Sneed (CRD# 5429010) is an Investment Advisor Representative working at Provence Wealth Management Group in Irvine, CA and has over 10 years of experience in the finance industry.