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Building 2PROSPERITY FINANCIAL GROUP, INC.

Map pinSAN RAMON, CA
Phone925-314-8500
NotebookSEC #801-100511
Total AUM
$358.9M
Employees
11
Clients
656

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2333 SAN RAMON VALLEY BLVD.
SUITE 200
SAN RAMON
CA 94583
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
925-314-8500
Other Offices
1

ReceiptFinancials

Total AUM
$358.9M
Accounts
1,202
Discretionary
$358.9M
Accounts
1,202
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
102
AUM
$164.1M
HNW Individual Clients
545
AUM
$193.1M
Pension/Profit Sharing Plan Clients
8
AUM
$1.6M
Charitable Organization Clients
1
AUM
$28.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLHIIDLANHNJNMNVNYORPASCTNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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