Home
›
Firms
›
PROSPERITY FINANCIAL GROUP, INC.
PROSPERITY FINANCIAL GROUP, INC.
SAN RAMON, California
·
1 registered advisor
·
CRD# 145540
SEC# 801-100511
2
925-314-8500
01
Firm Overview
AUM
$262M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PROSPERITY FINANCIAL GROUP, INC.
1 registered advisor
Charles Anthony Ballweg
SAN RAMON, California
CRD# 2835534
05
Office Locations
SAN RAMON, California
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. PROSPERITY FINANCIAL GROUP, INC. (CRD# 145540) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.