Prospettiva Financial

Prospettiva Financial (CRD# 148760) is a financial advisory firm headquartered in San Francisco, CA. They manage $106,527,220 in 300 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $355,091
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MT

Financial Advisors at Prospettiva Financial
Showing 1 - 2 of 2 top financial advisors.
1
Sean A. Fletcher
CRD#: 2705795
22 Battery Street, Suite 426, San Francisco, CA 94111

Sean Fletcher (CRD# 2705795) is an Investment Advisor Representative working at Prospettiva Financial in San Francisco, CA and has over 22 years of experience in the finance industry.

2
Holly G. Kindel
CRD#: 2836007
22 Battery Street, Suite 426, San Francisco, CA 94111

Holly Kindel (CRD# 2836007) is an Investment Advisor Representative working at Prospettiva Financial in San Francisco, CA and has over 24 years of experience in the finance industry.

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