PROSPERITY - AN EISNERAMPER COMPANY
Total AUM
$3.2B
Employees
66Clients
1,896Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10065 RED RUN BOULEVARD
SUITE 200
OWINGS MILLS
MD 21117
United States
SUITE 200
OWINGS MILLS
MD 21117
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Monday - Friday
Phone
410-363-7211
Other Offices
13
Financials
Total AUM
$3.2B
Accounts
5,557Discretionary
$3.2B
Accounts
5,548Non-Discretionary
$11.7M
Accounts
9
Clients
Individual Clients
1,088AUM
$534.6M
HNW Individual Clients
762AUM
$2.6B
Pension/Profit Sharing Plan Clients
6AUM
$4.1M
Charitable Organization Clients
19AUM
$14.5M
Corporation or Business Clients
21AUM
$41.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.