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Building 2PROSPERITEA PLANNING

Map pinGREENFIELD, MA
Phone413-829-4832
NotebookSEC #801-134175
Total AUM
$176.9M
Employees
4
Clients
122

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
308 MAIN STREET
SUITE 3A
GREENFIELD
MA 01301
United States
Operating Hours
9-5:30
Monday - Friday
Phone
413-829-4832
Other Offices
2

ReceiptFinancials

Total AUM
$176.9M
Accounts
579
Discretionary
$176.9M
Accounts
579
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
58
AUM
$29.6M
HNW Individual Clients
63
AUM
$147.1M
Corporation or Business Clients
1
AUM
$125.4K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PLANNING AND PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
ANNUAL RETAINER

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANH

HandshakeAffiliates

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

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