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Building 2PROSPERITY FINANCIAL GROUP, INC.

Map pinSAN RAMON, CA
Phone925-314-8500
NotebookSEC #801-134846
Total AUM
$503M
Employees
10
Clients
612

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2333 SAN RAMON VALLEY BLVD.
SUITE 200
SAN RAMON
CA 94583
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
925-314-8500
Other Offices
1

ReceiptFinancials

Total AUM
$503M
Accounts
1,360
Discretionary
$503M
Accounts
1,360
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
476
AUM
$133.2M
HNW Individual Clients
122
AUM
$359.3M
Pension/Profit Sharing Plan Clients
13
AUM
$10.4M
Charitable Organization Clients
1
AUM
$29.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLHIIDLAMANHNJNMNVNYORPASCTNTXWA

HandshakeAffiliates

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

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