PROVIDENCE FINANCIAL SERVICES, LLC

PROVIDENCE FINANCIAL SERVICES, LLC of ROCKY RIVER, OH is an SEC-registered investment adviser (CRD 135093). Regulatory assets under management: $12.6M.

Registration

• CRD: 135093
• Type: Registered investment adviser
• Location: 1154 LINDA STREET, ROCKY RIVER, OH, 44116
• Phone: 440-333-1393
• Latest filing: 2026-02-20
• Regulatory AUM: $12.6M
• Discretionary AUM: $12.6M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135093 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search