PROSPERITY ADVISORY GROUP LLC
CRD #310720 SEC #801-119613 VICTOR, NY (585) 381-5900
SEC Registered
Total AUM
$207.4M
Discretionary
$207.4M
Employees
4
Clients
101
Accounts
833
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $207.4M | $207.4M | $0 | 4 | 0 |
| Mar 2025 | $207.4M | $207.4M | $0 | 4 | 0 |
| Sep 2024 | $196.8M | $196.8M | $0 | 5 | 0 |
| Mar 2024 | $196.8M | $196.8M | $0 | 5 | 0 |
| Apr 2023 | $176.8M | $176.8M | $0 | 3 | 0 |
| Mar 2023 | $176.8M | $176.8M | $0 | 3 | 0 |
| Jul 2022 | $218.1M | $218.1M | $0 | 4 | 0 |
| Mar 2022 | $218.1M | $218.1M | $0 | 4 | 0 |
| Mar 2022 | $218.1M | $218.1M | $0 | 4 | 0 |
| Mar 2021 | $33.3M | $33.3M | $0 | 4 | 0 |
| Feb 2021 | $33.3M | $33.3M | $0 | 4 | 0 |
| Oct 2020 | $0 | $0 | $0 | 4 | 0 |
| Sep 2020 | $0 | $0 | $0 | 3 | 0 |
DateJul 2025
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$196.8M
Discretionary$196.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$196.8M
Discretionary$196.8M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$176.8M
Discretionary$176.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$176.8M
Discretionary$176.8M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$218.1M
Discretionary$218.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$33.3M
Discretionary$33.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$33.3M
Discretionary$33.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0