Home
›
Firms
›
THE PROSPERITY CONSULTING GROUP, LLC
THE PROSPERITY CONSULTING GROUP, LLC
PROSPERITY - AN EISNERAMPER COMPANY
OWINGS MILLS, Maryland
·
7 registered advisors
·
CRD# 133777
SEC# 801-96321
8
410-363-7211
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 Planning
Investment Management
04
Advisors at THE PROSPERITY CONSULTING GROUP, LLC
7 registered advisors
Cassity Nicole Wingenbach
OWINGS MILLS, Maryland
CRD# 5310099
Donald Nathan Hoffman
OWINGS MILLS, Maryland
CRD# 4445738
Donna Carol Gestl
OWINGS MILLS, Maryland
CRD# 2636738
Jeffrey Mark Kleeman
OWINGS MILLS, Maryland
CRD# 4897318
Joel Bruce Chazen
OWINGS MILLS, Maryland
CRD# 4897322
Mark Raymond Topolski
OWINGS MILLS, Maryland
CRD# 4897321
Michele L Martin
OWINGS MILLS, Maryland
CRD# 5653595
05
Office Locations
OWINGS MILLS, Maryland
7 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. 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
.