PROSPERITY ROAD, LLC - Financial Advisor in California, Santa Ana

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:

No. of Advisors:

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

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, Santa Ana

FirmCRD#:111643

SEC#:801-60157

No. of Advisors:1

No. of Clients:686

AUM:$239,644,680

FirmCRD#:333845

SEC#:801-131618

No. of Advisors:1

No. of Clients:2

AUM:$150

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

LINDA A. BARLOW, CFP

111643

801-60157

686

$239,644,680

MORA FINANCIAL

333845

801-131618

$150

Explore More Financial Advisor Firms in Santa Ana, California >>