Prosophia Advisors, LLC
Firm details
- Headquarters
- Darien, Connecticut
- CRD number
- 328819
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Prosophia Advisors, LLC is a small, privately held limited liability company that provides portfolio management services to individuals and small businesses. The firm charges a combination of a percentage-of-AUM fee and performance-based fees. Its stated advisory activity is direct portfolio management rather than acting as a capital allocator or pensions consultant. Prosophia is not identified as an active ESG investor, reports no related-adviser affiliations, and appears to operate within a single state.
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 Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Christopher Ryckman
Managing MemberCRD 5238647
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Darien, CT
Fairfield
Location
Darien, CT
Headquartered in Darien, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 320 Boston Post Rd
- Time zone
- ET (UTC-5)
- Office locations
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