PROSPERITY WEALTH PLANNING LLC
Tel: 877-878-7860 3349 Michelson Dr Suite 200-8e Irvine, California 92612
About PROSPERITY WEALTH PLANNING LLC
PROSPERITY WEALTH PLANNING LLC is a Irvine, California based financial advisory firm with nearly $172,937,293 in assets under management and provides investment advisory services for 552 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
315163
Firm SEC#:
801-121807
Assets Under Management:
$172,937,293
No. of Clients:
552
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Education seminars/workshops
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