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
No. of Advisors:
1
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM
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