|
⚲
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| Prostatis Group LLC
✚
| |
|---|---|
| CRD # | 132662 |
| SEC # | 801-112501 |
| CIK # | 0001649186 |
| AUM | $405.0 MM (2024-03-25) |
| Employees | 14 (100% Investors, 21% Brokers) |
| Phone | 410-863-1040 |
| Address | 7580 Buckingham Blvd, Suite 180 Hanover, MD 21076 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,727 | 353.9 |
| (b) Individuals (high net worth individuals) | 32 | 51.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,887 | 405.0 |
| By Discretionary | ||
| Discretionary | 3,757 | 402.0 |
| Non-Discretionary | 130 | 3.0 |
| Total | 3,887 | 405.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 405.0 | |
| Total | 3,887 | 405.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001649186] |
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|---|---|---|
|
Libra Wealth LLC
✚
|
CA | 0.4 |
|
HFG Wealth Management LLC
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|
TX | 0.4 |
|
Tactive Advisors LLC
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FL | 0.4 |
|
TTP Investments Inc
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CA | 0.4 |
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DST Wealth Management LLC
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CA | 0.4 |
|
Peak Financial Management Inc
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MA | 0.4 |
|
Affiliated Financial Advisors Inc
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|
WI | 0.4 |
|
Worley Erhart-Graves Financial Advisors Inc
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|
IN | 0.4 |
|
Schubert & Company Inc
✚
|
TX | 0.4 |
|
Silverleafe Capital Partners LLC
✚
|
TN | 0.4 |