PROSPERITY ROAD, LLC
Tel: (714) 241-0212 12341 Newport Avenue Ste. A-100 Santa Ana, California 92705
About 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
Firm CRD#:
281894
Firm SEC#:
801-118900
Assets Under Management:
$143,336,933
No. of Clients:
63
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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