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 organized as a corporation and is listed as an individually owned SEC-registered advisory firm; the registration year on file is 2013. The firm's regulatory snapshot classifies it as "unclassified" and it is not identified as a capital allocator. It is not recorded as a multi-state adviser, pension consultant, or related adviser, and it does not report being an active ESG investor. The available profile does not include descriptions of the firm's client segments, fee model, or the specific advisory services it offers. There are no entries for activities, affiliations, or industry awards in the provided record.
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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