Overview
Assets Under Management: $113 million
Headquarters: MESA, AZ
High-Net-Worth Clients: 21
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.95
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 167
Discretionary Accounts: 167
Regulatory Filings
CRD Number: 333708
Last Filing Date: 2025-03-04 00:00:00
Website: https://prosperpw.com