Prosperity Investment Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 148473
- Website
- prosperityia.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals83.33%
- HNWI8.33%
- Pension & Profit Sharing Plans8.33%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Prosperity Investment Advisors, Inc. is an independent registered investment advisor that focuses on providing financial planning services and portfolio management for individuals, families, and small businesses. The firm operates under a fee structure that includes a percentage of assets under management and hourly charges. While it does not engage in capital allocation or act as a pension consultant, it serves a diverse client base that includes both individual and institutional clients. The firm is not actively involved in ESG investing and does not operate as a multi-state adviser.
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 Funds55%
- Exchange Traded Equities35%
- Cash & Cash Equivalents9%
- Other2%
- US Government Bonds1%
Contacts
1 of 1Stephanie Burris
PresidentCRD 4974018
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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