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).
Current Firm Details
By the Numbers
-
Total Assets Under Management107MILLION
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Total Number of Accounts300ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MT
Financial Advisors at Prospettiva Financial
1
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 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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