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Building 2PROSPER PRIVATE WEALTH

Map pinMESA, AZ
Phone888-404-3042
NotebookSEC #801-132061
Total AUM
$150.8M
Employees
3
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4140 E BASELINE ROAD
SUITE 101
MESA
AZ 85206
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
888-404-3042

ReceiptFinancials

Total AUM
$150.8M
Accounts
264
Discretionary
$150.8M
Accounts
264
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$13.3M
HNW Individual Clients
32
AUM
$137.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANHTXUT

HandshakeAffiliates

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

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