Overview
Assets Under Management: $509 million
Headquarters: HANOVER, MD
High-Net-Worth Clients: 88
Average Client Assets: $2 million
Frequently Asked Questions
PROSTATIS GROUP LLC 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 #132662), PROSTATIS GROUP LLC is subject to fiduciary duty under federal law.
PROSTATIS GROUP LLC is headquartered in HANOVER, MD.
PROSTATIS GROUP LLC serves 88 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, PROSTATIS GROUP LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PROSTATIS GROUP LLC manages $509 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, PROSTATIS GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,217
Discretionary Accounts: 4,187
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 132662
Filing ID: 1956553
Last Filing Date: 2025-03-31 07:37:00
Website: https://prostatisfg.com