Claim Profile
MM

Michele L Martin

THE PROSPERITY CONSULTING GROUP, LLC·OWINGS MILLS, Maryland
Unclaimed Profile
10065 RED RUN BOULEVARD, OWINGS MILLS, MD 21117CRD# 5653595Firm CRD# 133777
01

About

Michele L Martin 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
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# 5653595
Firm CRD# 133777
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OWINGS MILLS?

Browse all registered financial advisors in OWINGS MILLS, Maryland or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michele L Martin offer?
Michele L Martin specializes in Financial Planning, Investment Management. Contact their office in OWINGS MILLS, Maryland for a consultation.
What are Michele L Martin's credentials?
Michele L Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michele L Martin located?
Michele L Martin 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 Michele L Martin charge for services?
Michele L Martin'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty