Prosophia Advisors, LLC
Firm details
- Headquarters
- Darien, Connecticut
- CRD number
- 328819
- Website
- prosophia-advisors.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Prosophia Advisors, LLC is an independent registered investment adviser operating as an LLC. The firm provides portfolio management services targeted at individuals and small businesses. Its compensation includes a percentage-of-assets component and the possibility of performance-based fees. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and does not present itself as a multi-state or pension consulting adviser in the available records.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Christopher Ryckman
Managing MemberCRD 5238647
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Darien, CT
Fairfield
Location
Darien, CT
Headquartered in Darien, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 320 Boston Post Rd
- Time zone
- ET (UTC-5)
- Office locations
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