Provise Management Group, Llc, FL — Investment Adviser | BuildTrust

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PROVISE MANAGEMENT GROUP, LLC

Investment AdviceCLEARWATER, FL

Assets Under Management

$1.8B

Total AUM

Donut chart: Discretionary 1.8B, Non-Discretionary 24.9M
Category	Value
Discretionary	1.8B
Non-Discretionary	24.9M

Adviser Information

Field	Value
CRD Number	105375
SEC Number	801-32172
Street Address	611 DRUID RD E. STE 105
Location	CLEARWATER, FL 33756
Country	United States
Phone	[727] 441-9022
Fax	[727] 449-1625
Total Employees	19

Client Count by Type (1,183 Total)

Horizontal bar chart: Individuals (other than H… 692, High Net Worth Individual… 462, Charitable Organizations 15, Corporations/Businesses 8, Pension/Profit Sharing Pl… 6
Category	Value
Individuals (other than H…	692
High Net Worth Individual…	462
Charitable Organizations	15
Corporations/Businesses	8
Pension/Profit Sharing Pl…	6