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Building 2PROSPERITAS INVESTMENT MANAGEMENT, LLLP

Map pinST THOMAS, VI
Phone340-774-5566
NotebookSEC #801-106662
Total AUM
$70.5M
Employees
4
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5326 YACHT HAVEN GRANDE
SUITE K206
ST THOMAS
VI 00802
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
340-774-5566
Other Offices
1

ReceiptFinancials

Total AUM
$70.5M
Accounts
16
Discretionary
$70.5M
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$52M
Insurance Company Clients
1
AUM
$18.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
VI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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