Provise Management Group, LLC
Provise Management Group, LLC (CRD# 105375) is a financial advisory firm headquartered in Clearwater, FL. They manage $1,877,344,141 in 3,871 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management1,877MILLION
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Total Number of Accounts3,871ACCOUNTS
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Average Account Value$484,977
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WA, WI
Susan Washburn (CRD# 5283315) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 17 years of experience in the finance industry.
Russell Campbell (CRD# 2210455) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 31 years of experience in the finance industry.
Holly Harman (CRD# 4310360) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 2 years of experience in the finance industry.
Daniel Mannix (CRD# 5747362) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 13 years of experience in the finance industry.
Oscar Skjaerpe (CRD# 6793539) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has 1 year of experience in the finance industry.