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PROSPERITY ROAD, LLC

Tel: (714) 241-0212
12341 Newport Avenue
Ste. A-100
Santa Ana, California  92705

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PROSPERITY ROAD, LLC

PROSPERITY ROAD, LLC is a Santa Ana, California based financial advisory firm with nearly $143,336,933 in assets under management and provides investment advisory services for 63 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

281894

SEC#:

801-118900

No. of Clients:

63

Assets under Management

$143,336,933

No. of Advisors:

4

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