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PROSPECT FINANCIAL SERVICES LLC
445 Broad Hollow Road
Suite Cl-43
Melville, New York 11747
Tel: 631-424-5218
About PROSPECT FINANCIAL SERVICES LLC
PROSPECT FINANCIAL SERVICES LLC, formally registered with the SEC as PROSPECT FINANCIAL SERVICES LLC. The firm was established in 08/30/2021. They have over 1 offices throughout the country.
PROSPECT FINANCIAL SERVICES LLC is a Melville, New York based Financial Planning firm with nearly $418,143,884 assets under management, offering retirement planning & investment advisory services to 1178 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314154 |
| SEC# | 801-122193 |
| Assets Managed by Firm | $418,143,884 |
| No. of Clients | 1178 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1178 | $418,143,884 |
| Individuals (other than high net worth individuals) | 491 | $125,844,170 |
| High net worth individuals | 71 | $231,006,029 |
| Pension and profit sharing plans | 65 | $59,831,810 |
| Corporations or other businesses | 16 | $1,461,875 |
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|---|---|---|---|
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