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PROVIDENCE FINANCIAL SERVICES, LLC
CRD 135093
1154 LINDA STREET, SUITE 200, ROCKY RIVER, OH, 44116, United States
Phone
440-333-1393
Fax
888-586-9484
Registration
— (—)
Source
State registered
Total AUM
$12.6M
Discretionary AUM
$12.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $5.5M |
| High net worth individuals | 6 | $7.1M |
All web addresses on file
Official SEC filing: View on IAPD