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PROVISE MANAGEMENT GROUP, LLC

SEC Form ADV profile.

Total regulatory AUM
$2,033,366,884
Discretionary
$2,010,648,690
Non-discretionary
$22,718,194

Firm details

CRD number
105375
SEC file number
801-32172
Main office
CLEARWATER, FL, United States
Employees
22
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Commissions

As of October 2026.