PROSTATIS FINANCIAL ADVISORS GROUP
Firm details
- Headquarters
- HANOVER, Maryland
- CRD number
- 132662
- Registered since
- February 23, 2018
- Website
- prostatisfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals59.58%
- HNWI40.17%
- Charitable Organizations0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Prostatis Financial Advisors Group is an independent, LLC-structured registered investment adviser that began SEC registration in 2018. The firm serves individual and family clients and combines financial planning with portfolio management for individuals and small businesses. It also acts as a capital allocator and conducts selection-of-other-advisers work, indicating it places client assets with outside managers when appropriate. Fee arrangements include a percentage-of-assets model and hourly charges. The firm does not describe itself as an active ESG investor and lists a law firm among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities12%
- Cash & Cash Equivalents9%
Contacts
3 of 15ANDREW ASHTON
Financial PlannerCRD 2437849
MICHAEL CANET
Financial PlannerCRD 2969136
KATHERINE GROCE
Financial PlannerCRD 5345515
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 131Active vs passive
$378M in ETFs
61%
$229M
19%
$149M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| THOR INDEX ROTATION ETF (THIR) | $65.7M | 2,118,859 | 17.36% |
Location
HANOVER, MD
ANNE ARUNDEL
Location
HANOVER, MD
Headquartered in HANOVER, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ANNE ARUNDEL
- Address
- 7580 Buckingham Blvd
- Time zone
- ET (UTC-5)
- Office locations
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