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Anthony Alan Saccaro

PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC·WOODLAND HILLS, California
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20335 VENTURA BLVD STE 125, WOODLAND HILLS, CA 91364CRD# 5230816Firm CRD# 141988
01

About

Anthony Alan Saccaro is a registered financial advisor based in WOODLAND HILLS, California, affiliated with PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC
PROVIDENCE FINANCIAL AND INSURANCES, INC.
AUM
$153M
Regulatory assets under management
Employees
14
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 5230816
Firm CRD# 141988
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Anthony Alan Saccaro offer?
Anthony Alan Saccaro specializes in Financial Planning, Investment Management. Contact their office in WOODLAND HILLS, California for a consultation.
What are Anthony Alan Saccaro's credentials?
Anthony Alan Saccaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Alan Saccaro located?
Anthony Alan Saccaro is based in WOODLAND HILLS, California, working with PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.
How does Anthony Alan Saccaro charge for services?
Anthony Alan Saccaro's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC?
PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC has approximately 14 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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