PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC

PROVIDENCE FINANCIAL AND INSURANCES, INC.
WOODLAND HILLS, California·2 registered advisors·CRD# 141988
SEC# 801-1217701818-887-6443
01

Firm Overview

AUM
$153M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC

2 registered advisors
Anca Saccaro
WOODLAND HILLS, California
Anthony Alan Saccaro
WOODLAND HILLS, California
05

Office Locations

WOODLAND HILLS, California
2 advisors

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Data sourced from SEC Form ADV filings. PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC (CRD# 141988) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.