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Building 2PROSPERA INVESTMENT ADVISORS, LLC

Map pinSPOKANE, WA
Phone509-242-2319
NotebookSEC #801-66259
Total AUM
$178.3M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 W RIVERSIDE AVE
SUITE 700
SPOKANE
WA 99201
United States
Operating Hours
8AM - 5 PM
Monday - Friday
Phone
509-242-2319

ReceiptFinancials

Total AUM
$178.3M
Accounts
424
Discretionary
$5.2M
Accounts
141
Non-Discretionary
$173.1M
Accounts
283

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
IDORWA

HandshakeAffiliates

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

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