Providence Financial And Insurances, Inc.

Providence Financial And Insurances, Inc. (CRD# 141988) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $47,468,131 in 523 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    523
    ACCOUNTS
  • Average Account Value
    $90,761
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Providence Financial And Insurances, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Anthony A. Saccaro
CRD#: 5230816
20335 Ventura Blvd Ste 125, Woodland Hills, CA 91364
96
Wealthminder
score

Anthony Saccaro (CRD# 5230816) is an Investment Advisor Representative working at Providence Financial And Insurances, Inc. in Woodland Hills, CA and has over 11 years of experience in the finance industry.

2
Alexander P. Tuckman
CRD#: 6770924
20335 Ventura Blvd Ste 125, Woodland Hills, CA 91364
88
Wealthminder
score

Alexander Tuckman (CRD# 6770924) is an Investment Advisor Representative working at Providence Financial And Insurances, Inc. in Woodland Hills, CA and has 1 year of experience in the finance industry.

3
Lorraine A. Grossman
CRD#: 6757972
20335 Ventura Blvd Ste 125, Woodland Hills, CA 91364
76
Wealthminder
score

Lorraine Grossman (CRD# 6757972) is an Investment Advisor Representative working at Providence Financial And Insurances, Inc. in Woodland Hills, CA and has 1 year of experience in the finance industry.

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