Overview
Assets Under Management: $176 million
High-Net-Worth Clients: 36
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.86
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 318
Discretionary Accounts: 318
Regulatory Filings
CRD Number: 133953
Last Filing Date: 2025-02-12 00:00:00
Website: https://prospect-group.com