RIA Intel›Advisers›Pennsylvania›PROSPECT ADVISORS, LLC

PROSPECT ADVISORS, LLC

Advisory

PA

Data as of Nov 4, 2024 · Source: SEC Form ADV

Rank in PA

#1,195

of 1,528 advisers by AUM

Average account

$867K

across 30 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 4, 2024.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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