Overview
Assets Under Management: $509 million
Headquarters: HANOVER, MD
High-Net-Worth Clients: 88
Average Client Assets: $2 million
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