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PROTA FINANCIAL
1980 Post Oak Blvd
Suite 100
Houston, Texas 77056-3845
Tel: 713-568-8171
About PROTA FINANCIAL
PROTA FINANCIAL, formally registered with the SEC as PROTA FINANCIAL. The firm was established in 06/16/2022. They have over 20 offices throughout the country.
PROTA FINANCIAL is a Houston, Texas based Financial Planning firm with nearly $233,673,316 assets under management, offering retirement planning & investment advisory services to 1643 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283776 |
| SEC# | 801-125895 |
| Assets Managed by Firm | $233,673,316 |
| No. of Clients | 1643 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1643 | $233,673,316 |
| Individuals (other than high net worth individuals) | 540 | $90,011,147 |
| High net worth individuals | 87 | $143,289,929 |
| Corporations or other businesses | 1 | $372,240 |
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