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 registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model combines a percentage-of-AUM charge with hourly billing. The firm reports no emphasis on ESG investing and lists an industry affiliation with a law firm.
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%
Owners & executives
1 of 1
Arthur Mcpherson
President, CEOCRD 2245364
Contacts
3 of 14
Andrew 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
$408M in ETFs
61%
$250M
18%
$158M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| THOR INDEX ROTATION ETF (THIR) | $72.1M | 2,090,943 | 17.69% |
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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