PROTA FINANCIAL, LLC
Doing business as PROTA FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$270,372,201
Discretionary
$270,372,201
Non-discretionary
$0
Firm details
- CRD number
- 283776
- SEC file number
- 801-125895
- Main office
- HOUSTON, TX, United States
- Employees
- 13
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.