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James Daniel Dwyer

PROVIDUS ADVISORS, LLC·CHANDLER, Arizona
Unclaimed Profile
1490 S. PRICE ROAD, CHANDLER, AZ 85286CRD# 4204088Firm CRD# 136182
01

About

James Daniel Dwyer is a registered financial advisor based in CHANDLER, Arizona, affiliated with PROVIDUS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PROVIDUS ADVISORS, LLC
PROVIDUS ADVISORS, LLC
AUM
$119M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PROVIDUS ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 4204088
Firm CRD# 136182
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Daniel Dwyer offer?
James Daniel Dwyer specializes in Financial Planning, Investment Management. Contact their office in CHANDLER, Arizona for a consultation.
What are James Daniel Dwyer's credentials?
James Daniel Dwyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Daniel Dwyer located?
James Daniel Dwyer is based in CHANDLER, Arizona, working with PROVIDUS ADVISORS, LLC. Their office serves clients in the CHANDLER metropolitan area and surrounding communities.
How does James Daniel Dwyer charge for services?
James Daniel Dwyer's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROVIDUS ADVISORS, LLC?
PROVIDUS ADVISORS, LLC has approximately 2 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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