30400 Detroit Road
Suite 201
Westlake, Ohio 44145
Tel: 888-240-0064
PROSPERITY CAPITAL ADVISORS, formally registered with the SEC as PROSPERITY CAPITAL ADVISORS. The firm was established in 03/22/2011. They have over 38 offices throughout the country.
PROSPERITY CAPITAL ADVISORS is a Westlake, Ohio based Financial Planning firm with nearly $2,245,308,171 assets under management, offering retirement planning & investment advisory services to 9396 clients. The firm is staffed with 202 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 156480 |
SEC# | 801-72187 |
Assets Managed by Firm | $2,245,308,171 |
No. of Clients | 9396 |
No. of Advisors | 202 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 9396 | $2,245,308,171 |
Individuals (other than high net worth individuals) | 4309 | $998,324,318 |
High net worth individuals | 333 | $694,366,374 |
Pension and profit sharing plans | 7 | $1,399,182 |
Charitable organizations | 3 | $1,383,682 |
Corporations or other businesses | 15 | $22,549,520 |
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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