PROSPERIFI LLC

Overview

Prosperifi LLC is an independent RIA operating as a limited liability company that focuses on individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals, small businesses, and institutional business clients, along with pension consulting. Fee arrangements combine a percentage-of-AUM model with hourly and fixed-fee engagements, and the firm manages the bulk of client assets on a discretionary basis. Investment strategy appears to use public mutual funds and commingled public vehicles as the core building blocks for client portfolios, while tapping third-party alternative managers to provide diversification and access to illiquid strategies. The firm does not present itself as an ESG-focused manager and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices