7580 Buckingham Blvd, Suite 180
Hanover, Maryland 21076
Tel: 410-863-1040
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 132662 |
SEC# | 801-112501 |
Assets Managed by Firm | $405,004,861 |
No. of Clients | 3887 |
No. of Advisors | 14 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3887 | $405,004,861 |
Individuals (other than high net worth individuals) | 3727 | $353,854,559 |
High net worth individuals | 32 | $51,150,302 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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