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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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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110152

801-55273

1490

$1,739,370,943

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293644

801-112986

1962

$932,033,936

THE PACIFIC CENTER FOR FINANCIAL SERVICES

104557

801-55119

1644

$878,846,223

SUMMIT WEALTH AND RETIREMENT PARTNERS

285972

801-108910

917

$721,011,171

AMERICAN INVESTORS CO

801-57838

1815

$616,901,590

INSIGHT CAPITAL MANAGEMENT

314558

801-121420

780

$281,600,000

NEW INSIGHT WEALTH ADVISORS

318083

801-123002

331

$258,300,000

PROSPERITY WEALTH MANAGEMENT, INC.

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801-101485

1611

$243,370,500

AUSPICIOUS FINANCIAL PLANNING, LLC

297962

801-113980

600

$235,120,000

ACCRETIVE WEALTH MANAGEMENT, LLC

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427

$232,276,233

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$175,913,050

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801-121923

132

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CAREY WEALTH MANAGEMENT

173885

801-123607

256

$154,990,000

SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.

132777

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546

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