P
CRD: 313434
Provisor Asset Management LLC
Bluffton, SC, 29909
7046176481
$4.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
4 yrs Firm Age
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- Custodian
- Assetmark ยท SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2021
- Office Locations
- 1
Office Locations
110 Traders Cross Bluffton SC
About Provisor Asset Management LLC
Provisor Asset Management LLC is a Bluffton-based RIA. The firm has been operating for 4 years. Managing $4.0M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and SEI. Services offered include Asset Management, Insurance.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$155.7K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Peak prime Catalyst
Investment Vehicles
Fusion
Services
Focus Frontier alpha
Owner & Executives
T
TODD CURTIS ALLEN
Chief Compliance Officer, Insurance Agent
- CRD
- #2339704
- Ownership
- 75% or more
(391) 753-6503
peak.momentum@insightcapital.com
in linkedin.com/in/matrix-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,049,426 | -- |
| Total | $4,049,426 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,049,426
Public Funds:
33.3% Equity - Exchange:
32.5% Cash:
14.6% Other:
19.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $807,025,792 | 33.3% |
| Equity - Exchange | $787,637,785 | 32.5% |
| Cash | $353,831,128 | 14.6% |
| Other | $475,006,171 | 19.6% |
| Total | $2,423,500,876 | 100.0% |