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).
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Total Assets Under Management5,743MILLION
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Total Number of Accounts1,119ACCOUNTS
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Average Account Value$5,132,334
- A percentage of assets under your management
- 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)
AZ, CA, FL, IL, PA, TX, WI
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.
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.
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.
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.
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.