THE PROSPERITY CONSULTING GROUP, LLC

PROSPERITY - AN EISNERAMPER COMPANY
OWINGS MILLS, Maryland·7 registered advisors·CRD# 133777
SEC# 801-963218410-363-7211
01

Firm Overview

AUM
$2.9B
Regulatory assets under management
Employees
51
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE PROSPERITY CONSULTING GROUP, LLC

7 registered advisors
Cassity Nicole Wingenbach
OWINGS MILLS, Maryland
Donald Nathan Hoffman
OWINGS MILLS, Maryland
Donna Carol Gestl
OWINGS MILLS, Maryland
Jeffrey Mark Kleeman
OWINGS MILLS, Maryland
Joel Bruce Chazen
OWINGS MILLS, Maryland
Mark Raymond Topolski
OWINGS MILLS, Maryland
Michele L Martin
OWINGS MILLS, Maryland
05

Office Locations

OWINGS MILLS, Maryland
7 advisors

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Data sourced from SEC Form ADV filings. THE PROSPERITY CONSULTING GROUP, LLC (CRD# 133777) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.