441 Wolf Ledges Parkway
Suite 103
Akron, Ohio 44311-1077
Tel: 330-253-6000
PRESPER FINANCIAL ARCHITECTS, LLC, formally registered with the SEC as PRESPER FINANCIAL ARCHITECTS, LLC. The firm was established in 08/01/2018. They have over 2 offices throughout the country.
PRESPER FINANCIAL ARCHITECTS, LLC is a Akron, Ohio based Financial Planning firm with nearly $316,896,164 assets under management, offering retirement planning & investment advisory services to 1657 clients. The firm is staffed with 9 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297538 |
| SEC# | 801-113773 |
| Assets Managed by Firm | $316,896,164 |
| No. of Clients | 1657 |
| No. of Advisors | 9 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1657 | $316,896,164 |
| Individuals (other than high net worth individuals) | 495 | $233,565,890 |
| High net worth individuals | 39 | $77,063,203 |
| Charitable organizations | Fewer than 5 clients | $6,267,071 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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