PROSPERITY FINANCIAL GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$502,955,078
Discretionary
$502,955,078
Non-discretionary
$0
Firm details
- CRD number
- 339321
- SEC file number
- 801-134846
- Main office
- SAN RAMON, CA, United States
- Employees
- 10
- SEC status
- Approved
- Website
- HTTP://WWW.401KPROSPERITYFG.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.