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Building 2PROSPERITY ADVISORY GROUP LLC

Map pinVICTOR, NY
Phone(585) 381-5900
NotebookSEC #801-119613
Total AUM
$216M
Employees
5
Clients
244

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 SQUARE DRIVE
SUITE 220
VICTOR
NY 14564
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(585) 381-5900

ReceiptFinancials

Total AUM
$216M
Accounts
790
Discretionary
$216M
Accounts
790
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
156
AUM
$52.3M
HNW Individual Clients
88
AUM
$163.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
FLNHNYTX

HandshakeAffiliates

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

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