PROVISE MANAGEMENT GROUP, LLC

611 Druid Rd E. Ste 105
Clearwater, Florida 33756
Tel: [727] 441-9022

About PROVISE MANAGEMENT GROUP, LLC

PROVISE MANAGEMENT GROUP, LLC, formally registered with the SEC as PROVISE MANAGEMENT GROUP, LLC. The firm was established in 06/02/1988. They have over 2 offices throughout the country.

PROVISE MANAGEMENT GROUP, LLC is a Clearwater, Florida based Financial Planning firm with nearly $1,877,344,141 assets under management, offering retirement planning & investment advisory services to 3871 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105375
SEC#	801-32172
Assets Managed by Firm	$1,877,344,141
No. of Clients	3871
No. of Advisors	21

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based
Other (FEES AS SOLICITOR FOR SEABRIDGE INVEST ADVISOR)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3871	$1,877,344,141
Individuals (other than high net worth individuals)	836	$343,729,126
High net worth individuals	533	$1,382,062,281
Pension and profit sharing plans	12	$10,974,832
Charitable organizations	11	$20,892,415
Corporations or other businesses	14	$119,685,487

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