Propel Advisory Group, Inc.
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 164996
- Registered since
- January 25, 2013
- Website
- www.propeladvisory.com
Firm profile
FINTRXOverview
Propel Advisory Group, Inc. is incorporated and has been SEC-registered since 2013. The firm is owned by an individual and is classified as unclassified in the available registry data. The public record indicates the adviser does not operate as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser, pension consultant, or related adviser. The firm has not supplied descriptive information about its client segments, advisory services, fee arrangements, investment approach, or external affiliations in the data provided. That absence limits visibility into how the firm positions itself in the market or the types of mandates it accepts.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Aaron Prisco
President, CEOCRD 5992977
Contacts
1 of 1Curtis Weeks
FinOpCRD 5278425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sarasota, FL
Sarasota
Location
Sarasota, FL
Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 2215 Ixora Ave
- Time zone
- ET (UTC-5)
- Office locations
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