ProVise Management is an investment advisor in Clearwater with $1.77 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
10590880
SEC advisor number
801-32172
FINRA CRD number
105375
AUM ?
$1.88 bn
(as of 28 Mar 24)
Accounts
3,871
(as of 28 Mar 24)
Employees
21
(17 investment advisory or research)
Address
ProVise Management
611 DRUID ROAD EAST
SUITE 105
CLEARWATER
FL 33756
611 DRUID ROAD EAST
SUITE 105
CLEARWATER
FL 33756
Phone
727-441-9022
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
24 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22