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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Prosperity Consulting Group LLC
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|---|---|
| CRD # | 133777 |
| SEC # | 801-96321 |
| CIK # | 0001910398 |
| AUM | $2.9 B (2025-05-07) |
| Employees | 51 (90% Investors, 82% Brokers) |
| Phone | 410-363-7211 |
| Address | 10065 Red Run Boulevard Owings Mills, MD 21117 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 53.2 | ||
| Microsoft Corp | 33.8 | ||
| Nvidia Corp | 21.3 | ||
| Amazon Com Inc | 18.7 | ||
| J P Morgan Chase & Co | 13.6 | ||
| Broadcom Inc | 13.5 | ||
| Costco Wholesale Corp /NEW | 11.2 | ||
| Alphabet Inc | 10.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,011 | 0.5 |
| (b) Individuals (high net worth individuals) | 762 | 2.4 |
| (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 | 8 | 0.0 |
| (h) Charitable organizations | 14 | 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 | 16 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,322 | 2.9 |
| By Discretionary | ||
| Discretionary | 5,313 | 2.9 |
| Non-Discretionary | 9 | 0.0 |
| Total | 5,322 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 5,322 | 2.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910398] |
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|---|---|---|
|
BT Family Office LLC
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|
GA | 3.0 |
|
Compound Planning Inc
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NY | 3.0 |
|
The Retirement Planning Group LLC
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KS | 3.0 |
|
Sage Rutty & Co Inc
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NY | 3.0 |
|
Flagship Harbor Advisors LLC
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MA | 3.0 |
|
XML Financial LLC
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MD | 3.0 |
|
Heritage Financial Services LLC
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|
MA | 3.0 |
|
Hoisington Investment Management Co
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|
TX | 3.0 |
|
Arvest Investments Inc
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|
AR | 2.8 |
|
Bison Wealth LLC
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|
GA | 2.8 |