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Providence Financial AND Insurances, Inc.

Providence Financial AND Insurances, Inc.. CRD 141988

Providence Financial AND Insurances, Inc. logo

CRD: 141988

Providence Financial AND Insurances, Inc.

Woodland Hills, CA, 91367
8188876443
providencefinancialinc.com
$215.0M Total AUM
$215.0M Disc. AUM
18.3% 3Y CAGR
16 Employees
624 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail
Platforms
Atlas fusionUnison +more
Established Date
11-09-2011
Office Locations
1

Office Locations

6320 Canoga Avenue, Suite 600 Woodland Hills CA

About Providence Financial AND Insurances, Inc.

Providence Financial & Insurance Services, Inc. is a Woodland Hills, CA wealth management firm focused on Baby Boomers and retirees. The team provides holistic retirement planning, conservative investment strategies, asset protection, estate planning, and tax preparation. Portfolios emphasize ETFs and fixed income, with custody support including Schwab. Offers virtual or in-office meetings and a retirement readiness assessment.

Team overview

-- AVG AGE
$35.8M AVG AUM / ADVISOR
$344.6K AVG AUM / CLIENT
5.3 yrs AVG TENURE
16 Employees
6 Advisory Reps
6 RIA Reps
14yrs Firm Age

Insights

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Unlock to compare peer behavior around momentum prime.
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Asset Classes

Signal Summit zenith Crest capital

Client Personas

Bridge Pathway atlas

Custodian

Delta Delta Ridge Ember bridge

Investment Themes

Signal Value north Value Meridian Fusion alpha

Investment Vehicles

Summit legacy

Platform

Summit

Services

Horizon matrix Catalyst legacy Alpha bridge Element Signal bridge Summit frontier Meridian Alpha Prime Vertex meridian

Technology

Peak Element Pathway eagle

Owner & Executives

ANTHONY ALAN SACCARO

ANTHONY ALAN SACCARO

Chief Compliance Officer, Financial Planner, President

CRD
#5230816
Ownership
75% or more
(561) 292-9175
alpha.horizon@vectorcapital.com
in linkedin.com/in/value-fusion

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Contacts

E

Eric K Dizon

Financial Advisor

CRD
#2387781
(223) 429-4333
oak.capital@foundationcapital.com
in linkedin.com/in/frontier-prime
Lorraine Ann Grossman

Lorraine Ann Grossman

Investment Advisor

CRD
#6757972
(779) 924-1930
vector.fusion@catalystcapital.com
in linkedin.com/in/radial-vital
B

Bridge peak

Focus pioneer

CRD
#42101
(696) 558-7158
ember.catalyst@catalystcapital.com
in linkedin.com/in/value-oak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-14-2022
10-03-2023
03-15-2024
03-31-2025
05-04-2026
Category Assets AVG. Account size
Discretionary $215,020,611 $141,090
Non-Discretionary $0 --
Total $215,020,611 $141,090

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Separately Managed Accounts

Total SMA Asset: $215,020,611

$215.0M Total SMA
Equity - Exchange:
22.4%
Public Funds:
18.5%
Corporate - Non-Investment Grade:
15.6%
Corporate - Investment Grade:
12.2%
Cash:
12.3%
Equity - OTC:
19.0%
Asset class Assets Assets %
Equity - Exchange $658,810,830 22.4%
Public Funds $544,107,158 18.5%
Corporate - Non-Investment Grade $458,814,685 15.6%
Corporate - Investment Grade $358,816,613 12.2%
Cash $361,757,732 12.3%
Equity - OTC $558,812,757 19.0%
Total $2,941,119,775 100.0%

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