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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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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