PROSPERITY FINANCIAL GROUP, INC.
Total AUM
$51M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2333 SAN RAMON VALLEY BLVD.
SUITE 200
SAN RAMON
CA 94583
United States
SUITE 200
SAN RAMON
CA 94583
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
925-314-8506
Financials
Total AUM
$51M
Accounts
200Discretionary
$51M
Accounts
200Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.