Company Overview
- Website
- provise.com
- Phone
- (727) 441-9022
- Employees
- 35
- Founded in
- 1986
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$5B
Recent News & Media
The 2024 Tampa Titan 100
- Jul 24, 2024
- wgno.com
Spotlight On: Aaron Walton, President, Cheyney University of Pennsylvania
- Apr 18, 2022
- capitalanalyticsassociates.com
Ray Ferrara’s Gift to Muma College of Business
- Dec 4, 2020
- usf.edu
Executive Advisory Council - Tampa Campus | USF Muma College of Business
- Jul 6, 2020
- usf.edu
SEC Share Class Initiative Returning More Than $125 Million to Investors
- Mar 11, 2019
- sec.gov
Bruce FYFE Obituary (2017) - St. Petersburg, FL - Tampa Bay Times
- Mar 31, 2017
- legacy.com
Who is ProVise Management Group LLC
ProVise Management Group LLC is a fee-based financial planning and investment management firm based in Clearwater, Florida. Founded in 1986, the company has grown to employ 35 people and generates $5.4 million in annual revenue. ProVise Management Group provides personalized, independent financial planning and asset management services to both individuals and institutions. Their services cater to clients throughout various life stages and encompass a range of needs. The firm emphasizes its commitment to client success, measuring its achievements by the success of its clients. ProVise Management Group operates under the principle of contributing to the financial freedom of its clientele. Securities are offered through Kestra Investment Services, LLC (Kestra IS), a member of FINRA/SIPC. Investment advisory services are provided through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS, or Provise Management Group, LLC. For more information, visit provise.com or contact their Compliance department at 737-443-2368.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 5M | 12 | New York, NY | ||
| 5M | 9 | Dallas, TX | ||
| 5M | 9 | Mesa, AZ | 1989 | |
| 5M | 21 | Phoenix, AZ | 1994 | |
| 5M | 58 | Tampa, FL | 2011 |