Prometheus Financial, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Tampa, Florida
CRD number
313712
Registered since
December 1, 2021

Firm profile

FINTRX

Overview

Prometheus Financial, LLC is organized as a limited liability company and is SEC-registered (since 2021). FINTRX lists the owner type as a mix of a domestic entity and an individual and classifies the firm as unclassified. The firm is not identified as a multi-state adviser, a pension consultant, or a related adviser in the available records. Public disclosures about its client base, advisory activities, and fee schedule are minimal to nonexistent in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Wang

    Michael Wang

    Founder & CEOCRD 5009004

Contacts

1 of 1
  • Marieanne Jorajuria

    Marieanne Jorajuria

    ComplianceCRD 4040713

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
3015 S Ysabella Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth