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PROSPERITY CAPITAL ADVISORS
WESTLAKE, OH
888-240-0064
SEC #801-72187Total AUM
$4.4B
Employees
244Clients
7,548Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
30400 DETROIT ROAD
SUITE 201
WESTLAKE
OH 44145
United States
SUITE 201
WESTLAKE
OH 44145
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
888-240-0064
Other Offices
41
Financials
Total AUM
$4.4B
Accounts
16,541Discretionary
$4.4B
Accounts
16,541Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
6,479AUM
$1.7B
HNW Individual Clients
990AUM
$2.1B
Pension/Profit Sharing Plan Clients
29AUM
$32.8M
Charitable Organization Clients
24AUM
$2.5M
Insurance Company Clients
1AUM
$540.7M
Corporation or Business Clients
25AUM
$29.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALAZCACOCTDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.