RIA Intel›Advisers›California›PROSPERITY FINANCIAL GROUP, INC.

PROSPERITY FINANCIAL GROUP, INC.

Advisory

N·SAN RAMON, CA

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$359M
1-Year AUM Growth
+37.1%
3-Year CAGR
+13.5%
Employees
9
Assets Under Management
Total AUM$359M
Discretionary AUM$359M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients656
Team
Total Employees9
Investment Advisers11
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record38
First FilingJun 1, 2010
Latest FilingMar 31, 2025
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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