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PROSPERITY FINANCIAL GROUP, INC.

Tel: 925-314-8500
2333 San Ramon Valley Blvd.
Suite 200
San Ramon, California  94583

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PROSPERITY FINANCIAL GROUP, INC.

PROSPERITY FINANCIAL GROUP, INC. is a San Ramon, California based financial advisory firm with nearly $261,720,996 in assets under management and provides investment advisory services for 1109 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

145540

SEC#:

801-100511

No. of Clients:

1109

Assets under Management

$261,720,996

No. of Advisors:

9

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