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PROSTATIS FINANCIAL ADVISORS GROUP

7580 Buckingham Blvd, Suite 180
Hanover, Maryland 21076
Tel: 410-863-1040

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About PROSTATIS FINANCIAL ADVISORS GROUP

PROSTATIS FINANCIAL ADVISORS GROUP, formally registered with the SEC as PROSTATIS FINANCIAL ADVISORS GROUP. The firm was established in 02/23/2018. They have over 9 offices throughout the country.

PROSTATIS FINANCIAL ADVISORS GROUP is a Hanover, Maryland based Financial Planning firm with nearly $405,004,861 assets under management, offering retirement planning & investment advisory services to 3887 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#132662
SEC#801-112501
Assets Managed by Firm$405,004,861
No. of Clients3887
No. of Advisors14

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total3887$405,004,861
Individuals (other than high net worth individuals)3727$353,854,559
High net worth individuals32$51,150,302

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