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Providence Financial Services, LLC

Providence Financial Services, LLC. CRD 135093

Providence Financial Services, LLC logo

CRD: 135093

Providence Financial Services, LLC

Rocky River, OH, 44116
4403331393
providencefinancialgroup.com
$12.6M Total AUM
$12.6M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
07-05-2020
Office Locations
1

Office Locations

1154 Linda Street Rocky River OH

About Providence Financial Services, LLC

Providence Financial Services, LLC is an independent Ohio-registered RIA providing personalized financial planning and wealth management for individuals, serving clients nationally and internationally. Led by founder Sandria M. Calio (CPA/PFS, CFP®), the firm integrates investment planning with tax, estate and insurance/risk management. Portfolios are primarily ETF-based, with some fixed income exposure, and custody through Charles Schwab.

Team overview

32 AVG AGE
$12.6M AVG AUM / ADVISOR
$662.9K AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Element Peak harbor

Custodian

Matrix catalyst Harbor

Investment Themes

Element foundation Radial Signal quantum

Investment Vehicles

Pioneer

Services

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Owner & Executives

S

SANDRIA MARIE CALIO

Chief Compliance Officer, Financial Services Professional, President

CRD
#1719784
Ownership
75% or more
(389) 984-9135
timber.beacon@valuecapital.com
in linkedin.com/in/ridge-eagle

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $12,595,759 --
Non-Discretionary $0 --
Total $12,595,759 --

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Separately Managed Accounts

Total SMA Asset: $12,595,759

$12.6M Total SMA
Equity - Exchange:
23.3%
Cash:
28.5%
Corporate - Investment Grade:
25.7%
Equity - OTC:
9.8%
U.S. Government/Agency:
12.7%
Asset class Assets Assets %
Equity - Exchange $1,000,596,676 23.3%
Cash $1,223,905,805 28.5%
Corporate - Investment Grade $1,103,662,428 25.7%
Equity - OTC $420,851,821 9.8%
U.S. Government/Agency $545,389,605 12.7%
Total $4,294,406,335 100.0%

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