Propel Advisory Group, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Sarasota, Florida
CRD number
164996
Registered since
January 25, 2013

Firm profile

FINTRX

Overview

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

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth