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| Happy Holidays!! thanks for using AUM13F!! |
| Prota Financial LLC
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| CRD # | 283776 |
| SEC # | 801-125895 |
| CIK # | |
| AUM | $233.7 M (2025-03-03) |
| Employees | 12 (100% Investors, 0% Brokers) |
| Phone | 713-568-8171 |
| Address | 1980 Post Oak Blvd Houston, TX 77056-3845 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 540 | 90.0 |
| (b) Individuals (high net worth individuals) | 87 | 143.3 |
| (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 | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,643 | 233.7 |
| By Discretionary | ||
| Discretionary | 1,583 | 226.5 |
| Non-Discretionary | 60 | 7.2 |
| Total | 1,643 | 233.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 233.4 | |
| Total | 1,643 | 233.7 |
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|---|---|---|
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0.2 | |
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CW O'Conner Wealth Advisors Inc
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GA | 0.2 |
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Capstone Wealth Management Group LLC
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OR | 0.2 |
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