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Building 2PROSTATIS FINANCIAL ADVISORS GROUP

Map pinHANOVER, MD
Phone410-863-1040
NotebookSEC #801-112501
Total AUM
$605.4M
Employees
27
Clients
1,569

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7580 BUCKINGHAM BLVD, SUITE 180
HANOVER
MD 21076
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
410-863-1040
Other Offices
11

ReceiptFinancials

Total AUM
$605.4M
Accounts
3,806
Discretionary
$604.8M
Accounts
3,799
Non-Discretionary
$635.4K
Accounts
7

ContactClients

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Individual Clients
1,437
AUM
$360.7M
HNW Individual Clients
131
AUM
$243.2M
Charitable Organization Clients
1
AUM
$1.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCADEFLGAINLAMDMINCNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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