Home
›
Firms
›
PROSPERITAS FINANCIAL, LLC
PROSPERITAS FINANCIAL, LLC
VALENCIA, California
·
4 registered advisors
·
CRD# 315768
SEC# 801-122207
1
661-255-9555
01
Firm Overview
AUM
$392M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PROSPERITAS FINANCIAL, LLC
4 registered advisors
Christopher Matthew Ingram
VALENCIA, California
CRD# 3156210
Mark Thomas Petersen
VALENCIA, California
CRD# 7284509
Robert John Clark
VALENCIA, California
CRD# 7284518
Scott Zimmerman
VALENCIA, California
CRD# 2450727
05
Office Locations
VALENCIA, California
4 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. PROSPERITAS FINANCIAL, LLC (CRD# 315768) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.