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Home > Retirement Planners > california > san ramon > PROSPERITY FINANCIAL GROUP, INC.
PROSPERITY FINANCIAL GROUP, INC.
2333 San Ramon Valley Blvd.
Suite 200
San Ramon, California 94583
Tel: 925-314-8500
About PROSPERITY FINANCIAL GROUP, INC.
PROSPERITY FINANCIAL GROUP, INC, formally registered with the SEC as PROSPERITY FINANCIAL GROUP, INC. The firm was established in 07/14/2015. They have over 3 offices throughout the country.
PROSPERITY FINANCIAL GROUP, INC. is a San Ramon, California based Financial Planning firm with nearly $261,720,996 assets under management, offering retirement planning & investment advisory services to 1109 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145540 |
| SEC# | 801-100511 |
| Assets Managed by Firm | $261,720,996 |
| No. of Clients | 1109 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1109 | $261,720,996 |
| Individuals (other than high net worth individuals) | 997 | $132,204,350 |
| High net worth individuals | 98 | $127,888,306 |
| Pension and profit sharing plans | 13 | $1,601,050 |
| Charitable organizations | 1 | $27,290 |
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