Propel Advisory Group, Inc.

Broker-DealerFINRA MemberEst. 2013
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 incorporated and has been SEC-registered since 2013. The firm is owned by an individual and is classified as unclassified in the available registry data. The public record indicates the adviser does not operate as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser, pension consultant, or related adviser. The firm has not supplied descriptive information about its client segments, advisory services, fee arrangements, investment approach, or external affiliations in the data provided. That absence limits visibility into how the firm positions itself in the market or the types of mandates it accepts.

Assets & Accounts

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
  • Aaron Prisco

    President, CEOCRD 5992977

Contacts

1 of 1
  • Curtis Weeks

    FinOpCRD 5278425

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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