Prosperitea Planning
Prosperitea Planning (CRD# 282041) is a financial advisory firm headquartered in , . They manage $82,916,642 in 340 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Prosperitea Planning
By the Numbers
-
Total Assets Under Management83MILLION
-
Total Number of Accounts340ACCOUNTS
-
Average Account Value$243,872
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Prosperitea Planning
1
Wendy S. Marsden (CRD# 6596601) is an Investment Advisor Representative working at Prosperitea Planning in Greenfield, MA and has 1 year of experience in the finance industry.
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