Be advised. This firm is no longer registered.

Prozan Financial Services

Prozan Financial Services (CRD# 136237) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $147,811,056 in 243 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1990 N California Blvd, 8th Floor, Walnut Creek, CA 94596
http://www.prozanfinancial.com
By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    243
    ACCOUNTS
  • Average Account Value
    $608,276
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, TX

Financial Advisors at Prozan Financial Services
No Advisor Found.

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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