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Building 2PROSPERA CAPITAL MANAGEMENT, LLC

Map pin
Phone480-648-9369
NotebookSEC #801-130551
Total AUM
$343.9M
Employees
3
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
480-648-9369
Other Offices
2

ReceiptFinancials

Total AUM
$343.9M
Accounts
206
Discretionary
$303.5M
Accounts
195
Non-Discretionary
$40.4M
Accounts
11

ContactClients

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Individual Clients
7
AUM
$1.8M
HNW Individual Clients
37
AUM
$342.2M

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
AZCALATX

HandshakeAffiliates

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

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