The Prosperity People
Firm details
- Headquarters
- Bellevue, Kentucky
- CRD number
- 124957
- Registered since
- April 8, 2022
- Website
- www.theprosperitypeople.com
- Custodians
- SCHWAB ADVISOR SERVICES
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.9%
- Individuals31.77%
- Charitable Organizations6.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Prosperity People is an independent registered investment adviser that began SEC registration in 2022 and is organized as an LLC. The firm serves both individuals and families as well as institutional clients, offering a mix of financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and client education through publications and workshops. Fee arrangements include percentage-of-AUM, hourly charges, and fixed fees. The firm does not position itself as a capital allocator and is not 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
- Exchange Traded Equities80%
- Non-Exchange Traded Equities18%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Mackey Mcneill
Founder and CEOCRD 2872751
Contacts
3 of 4
Andrew Pulsfort
DirectorCRD 4772615
Anjana Batra
Financial CoachCRD 8087101
John Nunan
Senior ManagerCRD 6045650
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$129M in ETFs
43%
$55.9M
52%
$73.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO) | Aptus Capital Advisors | Active | Options Trading | $19.2M | 416,378 | 14.85% |
Location
Bellevue, KY
Campbell
Location
Bellevue, KY
Headquartered in Bellevue, KY, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the South.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- South
- County
- Campbell
- Address
- 601 Fairfield Ave
- Time zone
- CT (UTC-6)
- Office locations
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