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 organized as a limited liability company and registered with the SEC in 2022. It is individually owned and serves both individuals/families and institutional clients. The firm bills through a mix of percentage-of-AUM fees along with hourly and fixed-fee engagements. Service offerings emphasize financial planning and discretionary portfolio management across household, small-business and institutional relationships. The adviser also provides pension-consulting support and produces periodic written material and educational seminars or workshops. The firm does not identify as an active ESG investor.
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 Equities80%
- Non-Exchange Traded Equities18%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1MACKEY MCNEILL
Founder and CEOCRD 2872751
Contacts
3 of 4ANDREW 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 36Active vs passive
$120M in ETFs
42%
$50.2M
51%
$69.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO) | Aptus Capital Advisors | Active | Options Trading | $15.7M | 359,182 | 13.10% |
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
Similar firms
TOWNSEND FINANCIAL PLANNING
RIAMOUNT STERLING, KY
VF ADVISORS, LLC
RIALOUISVILLE, KY
LANIER ASSET MANAGEMENT, LLC
RIALOUISVILLE, KY
EQUITY ADVISORS OF KENTUCKY INC
RIALexington, KY
MERCURIO WEALTH ADVISORS
RIALOUISVILLE, KY
WAYCROSS GP, LLC
RIALOUISVILLE, KY