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Building 2PROSPER ADVISORS LLC

Map pinARMONK, NY
Phone914-730-3500
NotebookSEC #801-64486
Total AUM
$305.7M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 BEDFORD ROAD
ARMONK
NY 10504
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
914-730-3500

ReceiptFinancials

Total AUM
$305.7M
Accounts
543
Discretionary
$304.9M
Accounts
540
Non-Discretionary
$839K
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNY

HandshakeAffiliates

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

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