THE PROSPERITY PEOPLE is a Bellevue, Kentucky based financial advisory firm with nearly $123,809,158 in assets under management and provides investment advisory services for 513 clients. There are currently 3 financial advisors at the firm.
General Information |
| Firm CRD#: | 124957 | |
| SEC#: | 801-123671 | |
| Assets under Management: | $123,809,158 | |
| No. of Clients: | 513 | |
| No. of Advisors: | 3 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Publication of Periodicals or Newsletters, Educational seminars/workshops | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| MERIDIAN WEALTH MANAGEMENT, LLC | 151523 | 801-70676 | 3399 | 37 | $1,882,680,182 |
| LEGACY FINANCIAL ADVISORS, INC. | 158675 | 801-72637 | 2828 | 20 | $914,700,305 |
| FIRST KENTUCKY SECURITIES CORP | 7524 | 801-67742 | 2592 | 33 | $717,175,163 |
| PRIVATE CLIENT SERVICES, LLC | 120222 | 801-71475 | 1967 | 57 | $615,084,214 |
| MAGNATE ADVISORY SERVICES, LLC | 283056 | 801-118616 | 1855 | 8 | $164,907,978 |
| BALLAST, INC. | 152695 | 801-79651 | 1445 | 6 | $462,991,449 |
| LANDMARK FINANCIAL ADVISORS, LLC | 129435 | 801-62582 | 1325 | 6 | $481,312,000 |
| LOCKSHIELD PARTNERS, INC. | 175433 | 801-116877 | 1194 | 4 | $189,924,314 |
| ALEXANDER INVESTMENT SERVICES CO. | 1037 | 801-10334 | 1114 | 13 | $523,728,928 |
| WALLACE HART CAPITAL MANAGEMENT | 285981 | 801-108930 | 820 | 5 | $242,220,000 |
| OWEN LARUE FINANCIAL GROUP | 289436 | 801-111041 | 784 | 3 | $270,928,695 |
| EQUITY ADVISORS OF KENTUCKY INC | 116398 | 801-112311 | 754 | 5 | $131,313,257 |
| PILLAR FINANCIAL ADVISORS, LLC | 121880 | 801-81053 | 691 | 3 | $263,782,220 |
| THE PROSPERITY PEOPLE | 124957 | 801-123671 | 513 | 3 | $123,809,158 |
| LANIER ASSET MANAGEMENT, LLC | 150888 | 801-107331 | 384 | 3 | $213,518,510 |
| ACCREDITED WEALTH MANAGEMENT LLC | 170261 | 801-123410 | 369 | 5 | $114,400,000 |