$304.0M Total AUM
$304.0M Disc. AUM
13.8% 3Y CAGR
3 Employees
505 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Vector bridge
- Established Date
- 09-25-2013
- Office Locations
- 1
Office Locations
3091 East 98th Street Suite 200 Indianapolis IN
About Provider Financial, Inc.
Provider Financial is an Indianapolis-based advisory firm serving retirees and pre-retirees, entrepreneurs and executives, working professionals, and high-net-worth families. The team provides retirement planning, wealth management, and estate strategy, with portfolio construction and risk management aligned to goals, time horizon, and risk tolerance. Custody is through LPL Financial.
Team overview
-- AVG AGE
$152.0M AVG AUM / ADVISOR
$601.9K AVG AUM / CLIENT
7.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
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Asset Classes
Optima atlas Meridian signal Quantum unison
Client Personas
Ember Legacy signal
Custodian
Beacon beacon Element quantum Atlas Capital summit Optima Pathway
Investment Themes
Summit oak Fusion focus North Bridge
Investment Vehicles
Zenith momentum Momentum
Services
Catalyst Radial Delta timber Summit Horizon zenith Pioneer atlas Wave wave Ember
Technology
Timber
Owner & Executives
R
ROBERT LAINE MALMQUIST
Chief Compliance Officer, Operations associate, President
- CRD
- #2730102
- Ownership
- 75% or more
(726) 768-9947
value.eagle@ridgecapital.com
in linkedin.com/in/vital-vertex
Showing 1 of 1 owners & executives
Unlock allContacts
J
JENNY MARIE MALMQUIST
--
- CRD
- #6232386
(898) 222-3980
summit.fusion@vertexcapital.com
in linkedin.com/in/pioneer-momentum
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $303,974,168 | $413,570 |
| Non-Discretionary | $0 | -- |
| Total | $303,974,168 | $413,570 |
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Separately Managed Accounts
Total SMA Asset: $303,974,168
Public Funds:
51.1% Equity - Exchange:
17.7% Cash:
31.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,909,690,915 | 51.1% |
| Equity - Exchange | $661,478,066 | 17.7% |
| Cash | $1,165,995,236 | 31.2% |
| Total | $3,737,164,217 | 100.0% |