Provident Trust

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

n16 w23217 Stone Ridge Dr Ste 310, Wauke...

Phone Number

(262) 521-2300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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2

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
Popular SearchesProvident Trust CoProvident Trust HomeSIC Code 62,628NAICS Code 52,523Show more

Provident Trust Org Chart

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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Provident Trust

<$5M
11-50
Private
-
-
JD
James DaleyChief Compliance Officer
$5.7M
11-50
Private
-
1959
RT
Raymond ThompsonPresident & CEO
$5.3M
11-50
Private
-
2003
CM
Christopher MckayCo-Founder & CEO
<$5M
11-50
Private
-
2021
N/A
<$5M
11-50
Private
-
1998
Donald Conrad, President & Chief Executive Officer at Conrad Capital Management
Donald ConradPresident & CEO
<$5M
1-10
Private
-
2013
LG
Lee GoodrickVice President and Financial Advisor
<$5M
1-10
Private
-
2010
Robert Centrella, President & Managing Partner at Forza Investment Advisory
Robert CentrellaPresident & Managing Partner
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

Provident Trust is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Provident Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Provident Trust.

Provident Trust Tech Stack

A closer look at the technologies used by Provident Trust

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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: 62,628
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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