RIA Intel›Advisers›Indiana›PROSPERO FINANCIAL PLANNING, LLC

PROSPERO FINANCIAL PLANNING, LLC

Advisory

NOBLESVILLE, IN

Data as of Mar 29, 2024 · Source: SEC Form ADV

AUM change, 1 year
-92.5%
0th percentile in IN
AUM CAGR, 3 year
-49.8%
compound annual growth
Average account
$375K
across 12 accounts
AUM per adviser
$4M
1 advisers
Filing history
21
filings since 2001

Source: SEC Form ADV. Figures as filed Mar 29, 2024.

Total AUM
$4M
1-Year AUM Growth
-92.5%
3-Year CAGR
-49.8%
Employees
1
Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record21
First FilingJun 4, 2001
Latest FilingMar 29, 2024
Full AUM trend chart and 21 historical filings spanning 23+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

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ANDERSON FINANCIAL PLANNING GROUP, LLC
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BLACKWOOD INVESTMENT GROUP, LLC
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