Providian Bancorp, Inc. is a large advisory firm based in Clayton. It manages $42.3 million of regulatory assets for 149 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Missouri.
Providian Bancorp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Providian Bancorp, Inc. is $42.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Providian Bancorp, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Providian Bancorp, Inc. performs its advisory services is located at 8112 Maryland Ave.,, Clayton, MO 63105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314.290.8600 or by fax 314-290.8650. The normal business hours are 9:00am to 5:00pm on Monday - Friday.