Prospera Financial Services Inc

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Assets, Funds, Holdings

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CAFR Data
Prospera Financial Services Inc
CRD #10740
SEC #801-65845
CIK #
AUM $2.8 BB (82% Disc, 100% US, 2020-01-14)
Employees186 (59% Investors, 68% Brokers)
Phone972-581-3000
Address5429 LBJ Freeway
Dallas, TX 75240
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.02006201120162021
Sector Holding Cap ($MM) Value ($MM)
FV56.8
SPLV21.9
PDP19.9
DWFI19.5
AAPL843,560.011.8
SPY9.6
AGG9.5
QQQ9.0
AMZN820,610.07.4
SHY7.3
View All
Holdings by Sector ($)
0.60.50.40.20.10.02014201620182020
Comparable Firms State AUM ($BB)
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MD 2.8
Hamilton Capital LLC
OH 2.8
Meeder Asset Management Inc
OH 2.8
Turtle Creek Management LLC
TX 2.8
Mutual Advisors LLC
WY 2.8
Schwartz Investment Counsel Inc
MI 2.8
Bartlett & Co
OH 2.8
Heritage Investors Management Corp
MD 2.8
CUNA Brokerage Services Inc
IA 2.8
Provident Investment Advisors Inc
OH 2.8
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