10065 Red Run Boulevard
Suite 200
Owings Mills, Maryland 21117
Tel: 410-363-7211
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133777 |
| SEC# | 801-96321 |
| Assets Managed by Firm | $2,913,821,221 |
| No. of Clients | 5322 |
| No. of Advisors | 51 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5322 | $2,913,821,221 |
| Individuals (other than high net worth individuals) | 1011 | $471,813,463 |
| High net worth individuals | 762 | $2,384,141,365 |
| Pension and profit sharing plans | 8 | $5,507,273 |
| Charitable organizations | 14 | $14,964,529 |
| Corporations or other businesses | 16 | $37,394,591 |
| 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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