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Building 2PROSPERITY ROAD, LLC

Map pinSANTA ANA, CA
Phone(714) 241-0212
NotebookSEC #801-118900
Total AUM
$172.3M
Employees
3
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12341 NEWPORT AVENUE
STE. A-100
SANTA ANA
CA 92705
United States
Operating Hours
9AM -5PM EST
Monday - Friday
Phone
(714) 241-0212

ReceiptFinancials

Total AUM
$172.3M
Accounts
181
Discretionary
$169M
Accounts
180
Non-Discretionary
$3.3M
Accounts
1

ContactClients

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Individual Clients
39
AUM
$16.7M
HNW Individual Clients
25
AUM
$109.6M
Pension/Profit Sharing Plan Clients
1
AUM
$3.3M
Charitable Organization Clients
1
AUM
$628.8K
Corporation or Business Clients
5
AUM
$42M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGA

HandshakeAffiliates

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

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