PROSPERITY FINANCIAL GROUP, INC.
CRD #339321 SEC #801-134846 SAN RAMON, CA 925-314-8500
SEC Registered
Total AUM
$358.9M
Discretionary
$358.9M
Employees
11
Clients
0
Accounts
1,202
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $358.9M | $358.9M | $0 | 11 | 0 |
| Nov 2025 | $358.9M | $358.9M | $0 | 11 | 0 |
| Oct 2025 | $358.9M | $358.9M | $0 | 11 | 0 |
DateNov 2025
Total AUM$358.9M
Discretionary$358.9M
Non-Disc.$0
Employees11
Clients0
DateNov 2025
Total AUM$358.9M
Discretionary$358.9M
Non-Disc.$0
Employees11
Clients0
DateOct 2025
Total AUM$358.9M
Discretionary$358.9M
Non-Disc.$0
Employees11
Clients0