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PROSPERITAS FINANCIAL, LLC
VALENCIA, CA
661-255-9555
SEC #801-122207Total AUM
$812.5M
Employees
33Clients
2,138Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
25060 AVENUE STANFORD
SUITE 100
VALENCIA
CA 91355
United States
SUITE 100
VALENCIA
CA 91355
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
661-255-9555
Other Offices
1
Financials
Total AUM
$812.5M
Accounts
4,890Discretionary
$695.4M
Accounts
4,497Non-Discretionary
$117M
Accounts
393
Clients
Individual Clients
1,595AUM
$359.1M
HNW Individual Clients
150AUM
$336.4M
Investment Company Clients
172AUM
$17M
Pooled Vehicle Clients
2AUM
$2M
Pension/Profit Sharing Plan Clients
219AUM
$98.1M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ARAZCACOFLIDILLANCNENVNYOKORTNTXUTVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.