PROSPERITY FINANCIAL GROUP, INC. - Financial Advisor in California, San Ramon

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

About 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

Firm CRD#:

145540

Firm SEC#:

801-100511

Assets Under Management:

$261,720,996

No. of Clients:

1109

No. of Advisors:

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

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