Prosperitas Financial, LLC

Prosperitas Financial, LLC (CRD# 315768) is a financial advisory firm headquartered in Valencia, CA. They manage $391,785,314 in 1,655 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details

25060 Avenue Stanford, Suite 100, Valencia, CA 91355

https://www.linkedin.com/company/prosperitasfin

By the Numbers

Total Assets Under Management

392

MILLION
Total Number of Accounts

1,655

ACCOUNTS
Average Account Value

$236,728

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, ID, IL, LA, NE, NV, NY, OR, TN, TX, WA

Financial Advisors at Prosperitas Financial, LLC

Showing 11 - 18 of 18 top financial advisors.

Andrew Cohen

CRD#: 7765674

25060 Avenue Stanford, #255, Valencia, CA 91355

Andrew Cohen (CRD# 7765674) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has 1 year of experience in the finance industry.

Rian G. Denich

CRD#: 7471301

25060 Avenue Stanford, Suite 100, Valencia, CA 91355

Rian Denich (CRD# 7471301) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has over 2 years of experience in the finance industry.

Jeffrey Eisenberg

CRD#: 7696613

25060 Avenue Stanford Ste 255, Valencia, CA 91355

Jeffrey Eisenberg (CRD# 7696613) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has 1 year of experience in the finance industry.

Mceathren Herrera

CRD#: 7693598

25060 Avenue Stanford, Suite 100, Valencia, CA 91355

Mceathren Herrera (CRD# 7693598) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has 1 year of experience in the finance industry.

Rudy H. Herrera

CRD#: 7802662

25060 Avenue Stanford, Suite 100, Valencia, CA 91355

Rudy Herrera (CRD# 7802662) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has 1 year of experience in the finance industry.

Corinne N. Knox

CRD#: 7713556

25060 Avenue Stanford, Suite 100, Valencia, CA 91355

Corinne Knox (CRD# 7713556) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has 1 year of experience in the finance industry.

Mark T. Petersen

CRD#: 7284509

25060 Avenue Stanford, Suite 100, Valencia, CA 91355

Mark Petersen (CRD# 7284509) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has over 3 years of experience in the finance industry.

Dulce M. Vazquez

CRD#: 7708764

10146 Balboa Blvd, Granada Hills, CA 91344

Dulce Vazquez (CRD# 7708764) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Granada Hills, CA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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