Provident Trust

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

N16W23217 Stone Ridge Dr Ste 310, Waukes...

Phone Number

(262) 521-2300

Website

www.provtrust.com

Revenue

<$5 Million

Industry

Finance Securities Trading

About Provident Trust

Provident Trust Company is an SEC-Registered Investment Advisor and State of Wisconsin Chartered Trust Company, managing over $1 billion in assets. The company specializes in integrated portfolio management and trust services, catering to clients with separate portfolios of $3 million or more and offering a proprietary mutual fund. With a focus on providing value to families and businesses, Provident combines investment management expertise with fiduciary powers. Their team of experienced professionals is dedicated to managing financial assets and affairs for their clients.Explore more
SIC Code 60,609NAICS Code 52,523Show more

Provident Trust Org Chart

PhoneEmail
JH
United States flag for contact location.
J. Harkness

Chief Investment Officer

PhoneEmail
JD
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Jim Daley

Chief Compliance Officer

PhoneEmail
TM
United States flag for contact location.
Tamara Messmer

Director, Trading

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TM
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Tammy Messmer

Director, Trading

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Ronald Lewis

Portfolio Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Provident Trust

<$5M
11-50
Private
-
-
JH
J. HarknessChief Investment Officer
Dorsey
$5.7M
11-50
Private
-
1959
RT
Raymond ThompsonPresident & CEO
Old Mission Investment
$5.3M
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Private
-
2003
Christopher Lamb, Chief Executive Officer at Old Mission Investment
Christopher LambCEO
Capital Fiduciary Advisor...
<$5M
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Private
-
2021
EW
Elizabeth WainwrightSenior Wealth Advisor
Conrad Capital Management
<$5M
11-50
Private
-
1998
Donald Conrad, President & Chief Executive Officer at Conrad Capital Management
Donald ConradPresident & CEO
Riverpoint Wealth Managem...
<$5M
1-10
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-
2013
LG
Lee GoodrickVice President and Financial Advisor
Forza Investment Advisory
<$5M
1-10
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-
2010
Robert Centrella, President & Managing Partner at Forza Investment Advisory
Robert CentrellaPresident & Managing Partner
Illustration of an envelope

Provident Trust Tech Stack

A closer look at the technologies used by Provident Trust

Microsoft 365

By

Microsoft
Microsoft Excel

By

Microsoft
Microsoft Word

By

Microsoft
Microsoft Exchange Online

By

Microsoft
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Frequently Asked Questions Regarding Provident Trust

What is Provident Trust's official website?
Provident Trust's official website is www.provtrust.com What is Provident Trust's Revenue?
Provident Trust's revenue is <$5 Million What is Provident Trust's SIC code?
Provident Trust's SIC: 60,609 What is Provident Trust's NAICS code?
Provident Trust's NAICS: 52,523 How many employees does Provident Trust have?
Provident Trust has 11-50 employees What industry does Provident Trust belong to?
Provident Trust is in the industry of: Finance, Securities Trading What is Provident Trust competition?
Provident Trust top competitors include: Conrad Capital Management, Forza Investment Advisory, Old Mission Investment, Capital Fiduciary Advisors What technology does Provident Trust use?
Some of the popular technologies that Provident Trust uses are: Microsoft 365, Microsoft Excel, Microsoft Word, Microsoft Exchange Online How do I contact Provident Trust?
Provident Trust contact info: Phone number: (262) 521-2300 Website: www.provtrust.com What does Provident Trust do?

Provident Trust Company is an SEC-Registered Investment Advisor and State of Wisconsin Chartered Trust Company, managing over $1 billion in assets. The company specializes in integrated portfolio management and trust services, catering to clients with separate portfolios of $3 million or more and offering a proprietary mutual fund. With a focus on... providing value to families and businesses, Provident combines investment management expertise with fiduciary powers. Their team of experienced professionals is dedicated to managing financial assets and affairs for their clients.Read More

 Is Provident Trust a public company?
Provident Trust is private company therefore does not currently have an official ticker symbol
See more information about Provident Trust

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