Tech stack
No one at Providence Financial Advisors, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $325M held · filed Oct 2024
E
Encore Bank
Per Form ADV · $42M held · filed Oct 2024
C
Cross First Bank
Per Form ADV · $42M held · filed Oct 2024