PRESPER FINANCIAL ARCHITECTS, LLC

441 Wolf Ledges Parkway
Suite 103
Akron, Ohio 44311-1077
Tel: 330-253-6000

About PRESPER FINANCIAL ARCHITECTS, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	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

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