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PROSPERITY - AN EISNERAMPER COMPANY

10065 Red Run Boulevard
Suite 200
Owings Mills, Maryland 21117
Tel: 410-363-7211

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About PROSPERITY - AN EISNERAMPER COMPANY

PROSPERITY - AN EISNERAMPER COMPANY, formally registered with the SEC as PROSPERITY - AN EISNERAMPER COMPANY. The firm was established in 05/18/2015. They have over 10 offices throughout the country.

PROSPERITY - AN EISNERAMPER COMPANY is a Owings Mills, Maryland based Financial Planning firm with nearly $2,913,821,221 assets under management, offering retirement planning & investment advisory services to 5322 clients. The firm is staffed with 51 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#133777
SEC#801-96321
Assets Managed by Firm$2,913,821,221
No. of Clients5322
No. of Advisors51

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total5322$2,913,821,221
Individuals (other than high net worth individuals)1011$471,813,463
High net worth individuals762$2,384,141,365
Pension and profit sharing plans8$5,507,273
Charitable organizations14$14,964,529
Corporations or other businesses16$37,394,591

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