ProVise Management Group Revenue

Financial Services • Clearwater, Florida, United States • 21-50 Employees

ProVise Management Group revenue & valuation

Annual revenue	$9,422,397
Revenue per employee	$337,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$30,200,000
Total funding	No funding

Key Contacts at ProVise Management Group

Tom Harrington

Director Of Retirement Plans

Melinda Hyre

Director Of Operations

Eric Ebbert

Owner

Company overview

Headquarters	611 Druid Road, Suite 105, Clearwater, Florida 33756, US
Phone number	+18134054846
Website	provise.com
NAICS	52
SIC	628
Keywords	Tax Planning, Governance, Private Wealth Management, Life, Asset Management, Corporate Services, Retirement Planning, Environmental, Disability, Estate And Trust Planning, Investment Advisory, Estate Planning, 401(K), Social, Long-Term Care Insurance, Comprehensive Strategic Financial Planning, Financal Advisory, Philanthropy & Charitable Giving
Founded	1986
Employees	21-50
Socials

ProVise Management Group Email Formats

ProVise Management Group uses 1 email format. The most common is {last name} (e.g., doe@provise.com), used 100% of the time.

Format	Example	Percentage
{last name}	doe@provise.com	100%

About ProVise Management Group

Financial Planning For Your Life...And Your Lifestyle ProVise Management Group, LLC is a nationally recognized, fee-based financial planning and investment management firm located in Clearwater, FL. Since our founding in 1986, we have measured our success by the success of our clients. Our mission is to contribute to the financial freedom of our clients by providing personalized, independent, financial planning and asset management services through the many phases of life. We work with both individuals and institutions in a variety of capacities. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS, or Provise Management Group, LLC. Kestra IS and Kestra AS are affiliated with Provise Management Group, LLC. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC. Investment Adviser Representatives of Kestra Advisory Services, LLC and Investment Adviser Representatives of PROVISE MANAGEMENT GROUP, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2368.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Senior

Manager

Employees by Department

ProVise Management Group has 11 employees across 3 departments.

Departments

Number of employees

Funding Data

ProVise Management Group has never raised funding before.

ProVise Management Group Tech Stack

Discover the technologies and tools that power ProVise Management Group's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

Google Optimize

A/B Testing

reCAPTCHA

Security

Gravity Forms

Form builders

WP Rocket

Caching

jQuery UI

JavaScript libraries

ClickCease

Security

Hotjar

Analytics

Leaflet

Maps

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Yoast SEO Premium

SEO

Frequently asked questions

ProVise Management Group is located in Clearwater, Florida, US.

You can reach ProVise Management Group at +18134054846.

ProVise Management Group generates an estimated annual revenue of $9,422,397. This revenue figure reflects the company's market position and business performance in its industry.

ProVise Management Group has an estimated valuation of $30,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

ProVise Management Group was founded in 1986, making it 40 years old. The company has established itself as a significant player in its industry over this time.

ProVise Management Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.