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Building 2PROSPERITY FINANCIAL GROUP, INC.

Map pinSAN RAMON, CA
Phone925-314-8506
NotebookSEC #801-71536
Total AUM
$51M
Employees
3
Clients
0

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 AM TO 5:00 PM
Monday - Friday
Phone
925-314-8506

ReceiptFinancials

Total AUM
$51M
Accounts
200
Discretionary
$51M
Accounts
200
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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