PROLIFIC SOLUTIONS

RIASEC RegisteredEst. 2022

Total AUM

$88.5M

Discretionary

$88.5M

100% of AUM

Avg account

$973K

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 322770
Registered since: August 24, 2022
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI94.34%
Individuals3.14%
Pension & Profit Sharing Plans2.53%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Prolific Solutions is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that also selects outside managers on behalf of clients. Revenue is collected primarily through a percentage-of-AUM fee schedule alongside fixed fees. Core advisory activities include financial planning and portfolio management for individuals, small businesses and institutional clients, plus manager selection. Prolific Solutions does not identify as an active ESG investor.