Premier Prosperity Advisors LLC
RIAState Registered
Total AUM
$11.7M
Discretionary
$1.3M
11% of AUM
Avg account
$344K
Accounts
34
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 291571
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI84.73%
- Individuals14.53%
- Pension & Profit Sharing Plans0.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Premier Prosperity Advisors LLC is an independent, privately owned registered investment adviser organized as an LLC that focuses on individual and family clients. The firm combines fee-based portfolio management with financial planning and pension-consulting services for individuals and small businesses. Compensation is a mix of a percentage of assets under management and hourly charges. 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 Equities94%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Capital Stewards, LLC
RIAHuntsville, AL
AUM $11.7MTEAM 1REPS 1
JWC Capital Management, LLC
RIAAnnapolis, MD
AUM $11.7MTEAM 1REPS 1
Allora Wealth, LLC
RIAAUM $11.7MTEAM 1REPS 1
B.P. Walsh and Co, LLC
RIABranford, CT
AUM $11.7MTEAM 1REPS 1
First Financial Security, LLC
RIAAUM $11.7MTEAM 1REPS 1
Securities Industry Management Corp.
RIAAUM $11.7MTEAM 1REPS 2