The Prosperity Consulting Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
The Prosperity Consulting Group LLC
CRD #133777
SEC #801-96321
CIK #0001910398
AUM $1.1 BB (2024-08-26)
Employees 38 (82% Investors, 76% Brokers)
Phone410-363-7211
Address10065 Red Run Boulevard
Owings Mills, MD 21117
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
110088066044022002009201420192025
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 ($MM)
80064048032016002022202320242025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001910398]
Comparable Firms State AUM ($BB)
Strategic Wealth Partners Ltd
OH 1.1
Martel Wealth Advisors Inc
WA 1.1
Compak Asset Management
CA 1.1
Centennial Securities Company Inc
MI 1.1
MV Capital Management Inc
MD 1.1
Abound Wealth Management LLC
TN 1.1
Rollins Financial Advisors LLC
GA 1.1
Opus Capital Group LLC
OH 1.1
New England Professional Planning Group Inc
RI 1.1
Chatterton & Associates the Wealth Management Team Inc
CA 1.1
Terms | Privacy | Guide
tony@aum13f.com