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MY PROSPER TEAM
3200 Club House Dr.
Suite 125
Lehi, Utah 84043
Tel: 801-889-1341
About MY PROSPER TEAM
MY PROSPER TEAM, formally registered with the SEC as MY PROSPER TEAM. The firm was established in 11/09/2020. They have over 1 offices throughout the country.
MY PROSPER TEAM is a Lehi, Utah based Financial Planning firm with nearly $39,742,000 assets under management, offering retirement planning & investment advisory services to 451 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311144 |
| SEC# | 801-119753 |
| Assets Managed by Firm | $39,742,000 |
| No. of Clients | 451 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
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 | 451 | $39,742,000 |
| Individuals (other than high net worth individuals) | 422 | $22,359,000 |
| High net worth individuals | 29 | $17,383,000 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $47,001,314,000 | 132 | 2300 | |
| $26,663,066,907 | 237 | 90 | |
| $8,777,551,735 | 33539 | 17 | |
| $6,821,969,061 | 3884 | 72 | |
| $6,672,033,386 | 1963 | 24 |
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