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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