Propel Advisory Group, Inc.
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 164996
- Registered since
- January 25, 2013
- Website
- www.propeladvisory.com
Firm profile
FINTRXOverview
Propel Advisory Group, Inc. is organized as a corporation and is individually owned. Regulatory filings list the firm as unclassified; its public profile identifies it neither as a capital allocator nor as an active ESG investor. The firm is not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Available records offer only limited detail about the firm's client mix, fee schedule, and day-to-day advisory activities, so there is little public visibility into its investment approach or target market.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Sarasota, FL
Sarasota
Location
Sarasota, FL
Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 2215 Ixora Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Eulav Securities LLC
Broker-DealerSarasota, FL
Perigee Securities LP
Broker-DealerSarasota, FL
Rockfleet Financial Services, Inc.
Broker-DealerSarasota, FL
Ucap Americas
Broker-DealerMiami, FL
Equapath Capital, LLC
Broker-DealerDoral, FL
CUE Capital Limited Partnership
Broker-DealerMiami, FL