Provident Investment Management, Inc.
Firm details
- Headquarters
- Novi, Michigan
- CRD number
- 106976
- Registered since
- September 14, 1981
- Website
- www.investprovident.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.84%
- Individuals4.84%
- Pension & Profit Sharing Plans1.61%
- Charitable Organizations0.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Provident Investment Management, Inc. is an independent, SEC-registered advisory firm that has been registered with the SEC since 1981. Structured as a corporation and owned by an individual, the firm serves primarily individual and family clients and charges fees as a percentage of assets under management. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Provident is not positioned as a capital allocator, does not identify as an ESG investor, and is not a multi-state or pension consultant adviser. The firm was named to CNBC’s Top 100 Financial Advisory Firms list in 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- State & Local Bonds6%
- Cash & Cash Equivalents2%
- Private Funds1%
Owners & executives
1 of 1Eric Pozolo
Director of Operations and Chief Compliance OfficerCRD 8288837
Contacts
3 of 5
Daniel Boyle
Portfolio ManagerCRD 5654255
Miles Putnam
Portfolio ManagerCRD 5895626
Scott Horsburgh
PresidentCRD 4346093
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$10.5M in ETFs
100%
$10.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | BlackRock | Passive | Large Blend | $2.9M | 13,265 | 27.80% |
Location
Novi, MI
Oakland
Location
Novi, MI
Headquartered in Novi, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 39555 Orchard Hill Pl
- Time zone
- ET (UTC-5)
- Office locations
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