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Building 2HOLY CITY PROSPERITY, LLC

Map pin
Phone870-918-4436
NotebookSEC #801-122779
Total AUM
$24.8M
Employees
1
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 - 4
Monday - Friday
Phone
870-918-4436
Other Offices
1

ReceiptFinancials

Total AUM
$24.8M
Accounts
51
Discretionary
$24.8M
Accounts
51
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
17
AUM
$3.5M
HNW Individual Clients
8
AUM
$21M
Charitable Organization Clients
1
AUM
$216.4K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
SC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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