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Provizr

Provizr. CRD 284252

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CRD: 284252

Provizr

ANN Arbor, MI, 48108
7342724322
www.proviZr.com
$76.5M Total AUM
$76.5M Disc. AUM
-- 3Y CAGR
6 Employees
123 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS · LPL Financial · Tiaa
Clients
Retail
Platforms
Catalyst oakPeak fusion +more
Established Date
10-14-2016
Office Locations
1

Office Locations

777 E. Eisenhower Pkwy Suite 742 ANN Arbor MI

About Provizr

Provizr is an investment advisory firm focused exclusively on university employees and retirees, delivering personalized retirement planning and active management within Fidelity and TIAA university retirement accounts. The team includes Accredited Investment Fiduciaries and supports clients with ongoing reviews and education, including a free “Provizr Blueprint” portfolio analysis and a risk-tolerance quiz to guide portfolio decisions.

Team overview

59 AVG AGE
$12.8M AVG AUM / ADVISOR
$622.3K AVG AUM / CLIENT
8.5 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
9yrs Firm Age

Insights

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Client Personas

Beacon element Unison beacon

Custodian

Momentum frontier Radial Vector Focus Vital atlas Value

Investment Themes

Pioneer Vertex fusion Vertex matrix Frontier Vector atlas Peak

Investment Vehicles

North optima

Platform

Zenith

Services

Vital Value horizon Pathway Momentum Bridge zenith Capital Focus Momentum North glacier Fusion matrix

Technology

Eagle summit Prime glacier Vertex meridian Delta matrix Alpha Momentum Vertex atlas Ridge north

Owner & Executives

ALAN JASON BRILLIANT

ALAN JASON BRILLIANT

Co Founder, Managing Member, Principal

CRD
#3191515
Ownership
25% but less than 50%
(444) 448-1398
matrix.fusion@embercapital.com
in linkedin.com/in/ridge-north
DAVID LEWIS FRANSKO

DAVID LEWIS FRANSKO

Chief Compliance Officer

CRD
#4365885
Ownership
25% but less than 50%
(313) 423-4593
harbor.radial@embercapital.com
in linkedin.com/in/timber-eagle
E

Element vital

Harbor vertex value

CRD
#68056
Ownership
37.7%
(310) 424-6698
vertex.radial@beaconcapital.com
in linkedin.com/in/peak-zenith

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Contacts

CHANDLER RANDALL SMITH

CHANDLER RANDALL SMITH

--

CRD
#6483761
(307) 893-4837
harbor.north@matrixcapital.com
in linkedin.com/in/matrix-element
CYRIL STEPHEN WHITE

CYRIL STEPHEN WHITE

--

CRD
#2986195
(548) 939-4533
momentum.peak@matrixcapital.com
in linkedin.com/in/timber-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $76,545,000 --
Non-Discretionary $0 --
Total $76,545,000 --

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Separately Managed Accounts

Total SMA Asset: $76,545,000

$76.5M Total SMA
Public Funds:
100.0%
Asset class Assets Assets %
Public Funds $5,454,171,216 100.0%
Total $5,454,171,216 100.0%

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