PLAN TO PROSPER WEALTH MANAGEMENT

Tel: 386-271-2127 595 W. Granada Boulevard Suite K Ormond Beach, Florida 32174

About PLAN TO PROSPER WEALTH MANAGEMENT

PLAN TO PROSPER WEALTH MANAGEMENT is a Ormond Beach, Florida based financial advisory firm with nearly $149,121,483 in assets under management and provides investment advisory services for 1030 clients. There are currently 1 financial advisors at the firm.

General Information
Firm CRD#:

327660

Firm SEC#:

801-131973

Assets Under Management:

$149,121,483

No. of Clients:

1030

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Pesnsion consulting services

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