Provident Trust Company

Provident Trust Company (CRD# 110118) is a financial advisory firm headquartered in Waukesha, WI. They manage $5,743,082,043 in 1,119 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
N16 W23217 Stone Ridge Drive, Suite 310, Waukesha, WI 53188
http://www.provtrust.com/
By the Numbers
  • Total Assets Under Management
    5,743
    MILLION
  • Total Number of Accounts
    1,119
    ACCOUNTS
  • Average Account Value
    $5,132,334
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, PA, TX, WI

Financial Advisors at Provident Trust Company
Showing 1 - 5 of 5 top financial advisors.
1
Paul Baures, financial advisor Waukesha WI
Paul C. Baures
CRD#: 2455458
N16 W23217 Stone Ridge Drive, Suite 310, Waukesha, WI 53188

Paul Baures (CRD# 2455458) is an Investment Advisor Representative working at Provident Trust Company in Waukesha, WI and has over 30 years of experience in the finance industry.

2
James Harkness, financial advisor Waukesha WI
James S. Harkness
CRD#: 4375804
N16 W23217 Stone Ridge Drive, Suite 310, Waukesha, WI 53188

James Harkness (CRD# 4375804) is an Investment Advisor Representative working at Provident Trust Company in Waukesha, WI and has 1 year of experience in the finance industry.

3
Michael Schelble, financial advisor Waukesha WI
Michael A. Schelble
CRD#: 2353554
N16w23217 Stone Ridge Dr., Suite 310, Waukesha, WI 53188

Michael Schelble (CRD# 2353554) is an Investment Advisor Representative working at Provident Trust Company in Waukesha, WI and has over 28 years of experience in the finance industry.

4
Thomas Tuttle, financial advisor Waukesha WI
Thomas N. Tuttle
CRD#: 4611041
N16 W23217 Stone Ridge Drive, Suite 310, Waukesha, WI 53188

Thomas Tuttle (CRD# 4611041) is an Investment Advisor Representative working at Provident Trust Company in Waukesha, WI and has over 13 years of experience in the finance industry.

5
Lee Wolcott, financial advisor Waukesha WI
Lee G. Wolcott
CRD#: 2004407
N16 W23217 Stone Ridge Drive, Suite 310, Waukesha, WI 53188

Lee Wolcott (CRD# 2004407) is an Investment Advisor Representative working at Provident Trust Company in Waukesha, WI and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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