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THE PROSPERITY PEOPLE
601 Fairfield Avenue
Bellevue, Kentucky 41073
Tel: 859-331-7755
About THE PROSPERITY PEOPLE
THE PROSPERITY PEOPLE, formally registered with the SEC as THE PROSPERITY PEOPLE. The firm was established in 04/08/2022. They have over 1 offices throughout the country.
THE PROSPERITY PEOPLE is a Bellevue, Kentucky based Financial Planning firm with nearly $130,700,000 assets under management, offering retirement planning & investment advisory services to 520 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124957 |
| SEC# | 801-123671 |
| Assets Managed by Firm | $130,700,000 |
| No. of Clients | 520 |
| No. of Advisors | 5 |
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
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 520 | $130,700,000 |
| Individuals (other than high net worth individuals) | 129 | $47,300,000 |
| High net worth individuals | 34 | $74,800,000 |
| Charitable organizations | 1 | $8,600,000 |
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