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Building 2PROSPECT FINANCIAL GROUP LLC

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Phone(703) 852-9673
NotebookSEC #801-123732
Total AUM
$204.4M
Employees
1
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00-5:00
Monday - Friday
Phone
(703) 852-9673

ReceiptFinancials

Total AUM
$204.4M
Accounts
326
Discretionary
$204.4M
Accounts
326
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$2.9M
HNW Individual Clients
39
AUM
$201.5M

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

None reported

State Registrations
CATXVA

HandshakeAffiliates

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

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