Prosperity - an Eisneramper Company
Firm details
- Headquarters
- Owings Mills, Maryland
- CRD number
- 133777
- Registered since
- May 18, 2015
- Website
- www.prosperityea.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.96%
- Individuals14.71%
- Corporations / Businesses0.69%
- Charitable Organizations0.49%
- Pension & Profit Sharing Plans0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Prosperity - an Eisneramper Company is an SEC-registered independent RIA organized as an LLC and operating since 2015. The firm functions as a capital allocator for both individual and family clients as well as institutional accounts, and it combines traditional advisory services with insurance brokerage capabilities. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing supplemented by hourly and fixed-fee engagements. The firm also identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities22%
- Cash & Cash Equivalents9%
- State & Local Bonds5%
- Investment Grade Corp Bonds2%
Owners & executives
2 of 2
Cassity Wingenbach
Chief Operating OfficerCRD 5310099
Brian Thorkelson
Chief Market StrategistCRD 4336809
Contacts
3 of 61
Michele Martin
PresidentCRD 5653595
Nancy Campbell
PartnerCRD 5726386
Sabrina Mangual
Registered AssistantCRD 5761157
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 286Active vs passive
$2.2B in ETFs
79%
$1.8B
16%
$463M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $324M | 432,475 | 14.42% |
Location
Owings Mills, MD
Baltimore
Location
Owings Mills, MD
Headquartered in Owings Mills, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore
- Address
- 10065 Red Run Blvd
- Time zone
- ET (UTC-5)
- Office locations
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