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 a corporation that registered with the SEC in 2013 and is owned by an individual. The firm is classified in the dataset as "unclassified." Available records indicate it is not designated as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or a related adviser. The dataset does not provide descriptions of its advisory services, fee model, client segments, or other business activities.
Assets & Accounts
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
Owners & executives
1 of 1Aaron Prisco
President, CEOCRD 5992977
Contacts
1 of 1Curtis Weeks
FinOpCRD 5278425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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