Overview
Assets Under Management: $88 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 41
Average Client Assets: $2.0 million
Frequently Asked Questions
PROLIFIC SOLUTIONS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #322770), PROLIFIC SOLUTIONS is subject to fiduciary duty under federal law.
PROLIFIC SOLUTIONS is headquartered in NEW YORK, NY.
PROLIFIC SOLUTIONS serves 41 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, PROLIFIC SOLUTIONS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PROLIFIC SOLUTIONS manages $88 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, PROLIFIC SOLUTIONS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.34%
Average Client Assets: $2.0 million
Total Client Accounts: 91
Discretionary Accounts: 91
Regulatory Filings
CRD Number: 322770
Filing ID: 2078277
Last Filing Date: 2026-03-30 18:10:02