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PROPHET CAPITAL ASSET MANAGEMENT
303 Colorado Street
Ste 2050
Austin, Texas 78701
Tel: 512-327-9500
About PROPHET CAPITAL ASSET MANAGEMENT
PROPHET CAPITAL ASSET MANAGEMENT, formally registered with the SEC as PROPHET CAPITAL ASSET MANAGEMENT. The firm was established in 08/24/2009. They have over 2 offices throughout the country.
PROPHET CAPITAL ASSET MANAGEMENT is a Austin, Texas based Financial Planning firm with nearly $2,774,916,204 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150683 |
| SEC# | 801-70461 |
| Assets Managed by Firm | $2,774,916,204 |
| No. of Clients | 21 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 21 | $2,774,916,204 |
| Charitable organizations | Fewer than 5 clients | $43,547,188 |
| Corporations or other businesses | Fewer than 5 clients | $1,187,441 |
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