PROSPERITY ROAD, LLC
Total AUM
$172.3M
Employees
3Clients
71Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
12341 NEWPORT AVENUE
STE. A-100
SANTA ANA
CA 92705
United States
STE. A-100
SANTA ANA
CA 92705
United States
Operating Hours
9AM -5PM EST
Monday - Friday
Monday - Friday
Phone
(714) 241-0212
Financials
Total AUM
$172.3M
Accounts
181Discretionary
$169M
Accounts
180Non-Discretionary
$3.3M
Accounts
1
Clients
Individual Clients
39AUM
$16.7M
HNW Individual Clients
25AUM
$109.6M
Pension/Profit Sharing Plan Clients
1AUM
$3.3M
Charitable Organization Clients
1AUM
$628.8K
Corporation or Business Clients
5AUM
$42M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAGA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.