PROVISION ASSET, LLC is an SEC-registered investment adviser (CRD 282183). Regulatory assets under management: $150.7M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Casey Luke Short | CHIEF COMPLIANCE OFFICER/ CFO/ INVESTMENT ADVISOR REPRESENTATIVE | — |
| Jay David Beerley | INVESTMENT ADVISOR REPRESENTATIVE/ PRESIDENT | — |
| City | State | Employees | Phone |
|---|---|---|---|
| MCKINNEY | TX | 2 | 9729879651 |
| DENTON | TX | 2 | 972-987-9651 |
| MCKINNEY | TX | 2 | 9729879651 |
| DENTON | TX | 2 | 972-987-9651 |
| PROSPER | TX | 1 | 972-987-9651 |
| DENISON | TX | 1 | 972-987-9651 |
| PROSPER | TX | 1 | 972-987-9651 |
| DENISON | TX | 1 | 972-987-9651 |
| FORT WORTH | TX | 1 | 888-509-8205 |
| — | — | 1 | 469-286-8952 |
| FORT WORTH | TX | 1 | 888-509-8205 |
| — | — | 1 | 469-286-8952 |