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PROVIDENT TRUST COMPANY
PROVIDENT TRUST COMPANY
WAUKESHA, Wisconsin
·
4 registered advisors
·
CRD# 110118
SEC# 801-58213
0
262-521-2300
01
Firm Overview
AUM
$5.7B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at PROVIDENT TRUST COMPANY
4 registered advisors
Dudley James Godfrey
WAUKESHA, Wisconsin
CRD# 1021168
James Scott Harkness
WAUKESHA, Wisconsin
CRD# 4375804
Michael Anthony Schelble
WAUKESHA, Wisconsin
CRD# 2353554
Thomas Nathaniel Tuttle
WAUKESHA, Wisconsin
CRD# 4611041
05
Office Locations
WAUKESHA, Wisconsin
4 advisors
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Data sourced from SEC Form ADV filings. PROVIDENT TRUST COMPANY (CRD# 110118) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.