PROSPETTIVA FINANCIAL LLC
Doing business as PROSPETTIVA FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$128,665,439
Discretionary
$128,665,439
Non-discretionary
$0
Firm details
- CRD number
- 148760
- SEC file number
- 801-123729
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.