Prana Capital Group, LLC

Prana Capital Group, LLC (CRD# 170589) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $12,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $12,000,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Prana Capital Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Erik P. Trofatter
CRD#: 5581739
6910 E. 5th Avenue, Scottsdale, AZ 85251
93
Wealthminder
score

Erik Trofatter (CRD# 5581739) is an Investment Advisor Representative working at Prana Capital Group, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry.

2
Jordan R. Causer
CRD#: 6304692
6910 E. 5th Avenue, Scottsdale, AZ 85251
89
Wealthminder
score

Jordan Causer (CRD# 6304692) is an Investment Advisor Representative working at Prana Capital Group, LLC in Scottsdale, AZ and has over 2 years of experience in the finance industry.

3
Nathaniel J. Cox
CRD#: 6459163
6910 E. 5th Avenue, Scottsdale, AZ 85251
88
Wealthminder
score

Nathaniel Cox (CRD# 6459163) is an Investment Advisor Representative working at Prana Capital Group, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.

4
Jay Varty
CRD#: 6626376
6910 E. 5th Avenue, Scottsdale, AZ 85251
88
Wealthminder
score

Jay Varty (CRD# 6626376) is an Investment Advisor Representative working at Prana Capital Group, LLC in Scottsdale, AZ and has over 2 years of experience in the finance industry.

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