THE PROSPERITY PEOPLE

Tel: 859-331-7755 601 Fairfield Avenue Bellevue, Kentucky 41073

About THE PROSPERITY PEOPLE

THE PROSPERITY PEOPLE is a Bellevue, Kentucky based financial advisory firm with nearly $130,700,000 in assets under management and provides investment advisory services for 520 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

124957

Firm SEC#:

801-123671

Assets Under Management:

$130,700,000

No. of Clients:

520

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Publication of periodicals and newsletters, Education seminars/workshops

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