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The Prosperity Consulting Group LLC
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CRD # | 133777 |
SEC # | 801-96321 |
CIK # | 0001910398 |
AUM | $1.1 BB (2024-08-26) |
Employees | 38 (82% Investors, 76% Brokers) |
Phone | 410-363-7211 |
Address | 10065 Red Run Boulevard Owings Mills, MD 21117 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 20.6 | |
MSFT | 1,918,222.4 | 14.2 | |
AMZN | 1,092,997.8 | 9.2 | |
XOM | 385,508.3 | 7.4 | |
NVDA | 399,550.0 | 6.9 | |
QCOM | 147,392.0 | 6.7 | |
MRK | 232,371.9 | 6.4 | |
SAP | 112,614.4 | 6.3 | |
JPM | 340,169.2 | 6.3 | |
OKE | 25,448.2 | 6.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 525 | 203.5 |
(b) Individuals (high net worth individuals) | 298 | 833.6 |
(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 | 5.6 |
(h) Charitable organizations | 12 | 20.7 |
(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 | 5 | 4.5 |
(n) Other | 0 | 0.0 |
Total | 2,271 | 1,067.8 |
By Discretionary | ||
Discretionary | 2,270 | 1,067.8 |
Non-Discretionary | 1 | 0.0 |
Total | 2,271 | 1,067.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.4 | |
United States Persons | 1,067.4 | |
Total | 2,271 | 1,067.8 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001910398] |
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Strategic Wealth Partners Ltd
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|
OH | 1.1 |
Martel Wealth Advisors Inc
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WA | 1.1 |
Compak Asset Management
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CA | 1.1 |
Centennial Securities Company Inc
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MI | 1.1 |
MV Capital Management Inc
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MD | 1.1 |
Abound Wealth Management LLC
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|
TN | 1.1 |
Rollins Financial Advisors LLC
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GA | 1.1 |
Opus Capital Group LLC
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|
OH | 1.1 |
New England Professional Planning Group Inc
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RI | 1.1 |
Chatterton & Associates the Wealth Management Team Inc
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|
CA | 1.1 |