PROSPETTIVA FINANCIAL LLC
Legal name: PROSPETTIVA FINANCIAL
CRD #148760 SEC #801-123729 SAN FRANCISCO, CA 415-362-8636
SEC Registered
Total AUM
$116M
Discretionary
$116M
Employees
3
Clients
0
Accounts
292
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $116M | $116M | $0 | 3 | 0 |
| Feb 2025 | $116M | $116M | $0 | 3 | 0 |
| Nov 2024 | $106.5M | $106.5M | $0 | 4 | 0 |
| Jul 2024 | $106.5M | $106.5M | $0 | 4 | 0 |
| Feb 2024 | $106.5M | $106.5M | $0 | 4 | 0 |
| Jan 2024 | $106.5M | $106.5M | $0 | 4 | 0 |
| Nov 2023 | $93.8M | $80.1M | $13.7M | 3 | 0 |
| Nov 2023 | $93.8M | $80.1M | $13.7M | 3 | 0 |
| Jan 2023 | $93.8M | $80.1M | $13.7M | 3 | 0 |
| Apr 2022 | $114.2M | $97.3M | $16.8M | 4 | 0 |
| Apr 2022 | $114.2M | $97.3M | $16.8M | 4 | 0 |
| Mar 2022 | $114.2M | $114.2M | $0 | 4 | 0 |
| Mar 2022 | $114.2M | $114.2M | $0 | 4 | 0 |
DateFeb 2025
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$93.8M
Discretionary$80.1M
Non-Disc.$13.7M
Employees3
Clients0
DateNov 2023
Total AUM$93.8M
Discretionary$80.1M
Non-Disc.$13.7M
Employees3
Clients0
DateJan 2023
Total AUM$93.8M
Discretionary$80.1M
Non-Disc.$13.7M
Employees3
Clients0
DateApr 2022
Total AUM$114.2M
Discretionary$97.3M
Non-Disc.$16.8M
Employees4
Clients0
DateApr 2022
Total AUM$114.2M
Discretionary$97.3M
Non-Disc.$16.8M
Employees4
Clients0
DateMar 2022
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees4
Clients0