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Home > Retirement Planners > california > san francisco > PROSPETTIVA FINANCIAL
PROSPETTIVA FINANCIAL
22 Battery Street
Suite 426
San Francisco, California 94111
Tel: 415-362-8636
About PROSPETTIVA FINANCIAL
PROSPETTIVA FINANCIAL, formally registered with the SEC as PROSPETTIVA FINANCIAL. The firm was established in 04/18/2022. They have over 4 offices throughout the country.
PROSPETTIVA FINANCIAL is a San Francisco, California based Financial Planning firm with nearly $115,975,033 assets under management, offering retirement planning & investment advisory services to 292 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148760 |
| SEC# | 801-123729 |
| Assets Managed by Firm | $115,975,033 |
| No. of Clients | 292 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 292 | $115,975,033 |
| Individuals (other than high net worth individuals) | 9 | $5,019,392 |
| High net worth individuals | 57 | $93,402,364 |
| Pension and profit sharing plans | Fewer than 5 clients | $927,492 |
| Charitable organizations | Fewer than 5 clients | $14,353,150 |
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