PROPEL ADVISORY GROUP, INC.

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
SARASOTA, Florida
CRD number
164996
Registered since
January 25, 2013

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • AARON PRISCO

    President, CEOCRD 5992977

Contacts

1 of 1
  • CURTIS WEEKS

    FinOpCRD 5278425

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth