PROSPERITY ADVISORY GROUP LLC

50 Square Drive
Suite 220
Victor, New York 14564
Tel: (585) 381-5900

About PROSPERITY ADVISORY GROUP LLC

PROSPERITY ADVISORY GROUP LLC, formally registered with the SEC as PROSPERITY ADVISORY GROUP LLC. The firm was established in 10/13/2020. They have over 1 offices throughout the country.

PROSPERITY ADVISORY GROUP LLC is a Victor, New York based Financial Planning firm with nearly $196,822,842 assets under management, offering retirement planning & investment advisory services to 859 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310720
SEC#	801-119613
Assets Managed by Firm	$196,822,842
No. of Clients	859
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	859	$196,822,842
Individuals (other than high net worth individuals)	184	$61,904,497
High net worth individuals	69	$134,918,345

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
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