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Cassity Nicole Wingenbach

THE PROSPERITY CONSULTING GROUP, LLC·OWINGS MILLS, Maryland
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10065 RED RUN BOULEVARD, OWINGS MILLS, MD 21117CRD# 5310099Firm CRD# 133777
01

About

Cassity Nicole Wingenbach is a registered financial advisor based in OWINGS MILLS, Maryland, affiliated with THE PROSPERITY CONSULTING GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
THE PROSPERITY CONSULTING GROUP, LLC
PROSPERITY - AN EISNERAMPER COMPANY
AUM
$2.9B
Regulatory assets under management
Employees
51
Total firm employees
View all advisors at THE PROSPERITY CONSULTING GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5310099
Firm CRD# 133777
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cassity Nicole Wingenbach offer?
Cassity Nicole Wingenbach specializes in Financial Planning, Investment Management. Contact their office in OWINGS MILLS, Maryland for a consultation.
What are Cassity Nicole Wingenbach's credentials?
Cassity Nicole Wingenbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cassity Nicole Wingenbach located?
Cassity Nicole Wingenbach is based in OWINGS MILLS, Maryland, working with THE PROSPERITY CONSULTING GROUP, LLC. Their office serves clients in the OWINGS MILLS metropolitan area and surrounding communities.
How does Cassity Nicole Wingenbach charge for services?
Cassity Nicole Wingenbach's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PROSPERITY CONSULTING GROUP, LLC?
THE PROSPERITY CONSULTING GROUP, LLC has approximately 51 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OWINGS MILLS
Harris Hyman — GROTECH MANAGEMENT COMPANYDonald Nathan Hoffman — THE PROSPERITY CONSULTING GROUP, LLCJeffrey Mark Kleeman — THE PROSPERITY CONSULTING GROUP, LLCMark Raymond Topolski — THE PROSPERITY CONSULTING GROUP, LLCLindsay Redfield — GREENSPRING ASSOCIATES, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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