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Financial Advisor
Wisconsin
Waukesha
PROVIDENT TRUST COMPANY

PROVIDENT TRUST COMPANY

Tel: 262-521-2300 N16 W23217 Stone Ridge Drive Suite 310 Waukesha, Wisconsin 53188-1199

About PROVIDENT TRUST COMPANY

PROVIDENT TRUST COMPANY is a Waukesha, Wisconsin based financial advisory firm with nearly $5,743,082,043 in assets under management and provides investment advisory services for 1119 clients. There are currently 12 financial advisors at the firm.

General Information
Firm CRD#:

110118

Firm SEC#:

801-58213

Assets Under Management:

$5,743,082,043

No. of Clients:

1119

No. of Advisors:

12

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM

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