← Back to searchVisit website
PROTA FINANCIAL
PROTA FINANCIAL, LLC
CRD 283776 · SEC 801-125895
1980 POST OAK BLVD, SUITE 200, HOUSTON, TX, 77056-3845, United States
Phone
713-568-8171
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$270.4M
Discretionary AUM
$270.4M
Team
13 total employees; 13 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 588 | $121.1M |
| High net worth individuals | 85 | $148.8M |
States served
LA, MA, NE, SC, WA, TX
All web addresses on file
- https://www.linkedin.com/in/mark-jiro-31400789/
- https://www.linkedin.com/in/fernando-diaz-6267871/
- https://www.linkedin.com/in/jeffrey-fisher1996/
- https://www.linkedin.com/in/art91/
- https://www.linkedin.com/in/katie-morrison-025a69100/
- https://www.linkedin.com/in/jason-xu-cfp%C2%AE-425461230/
- HTTPS://WWW.FACEBOOK.COM/PROTAFIN/
- https://www.linkedin.com/in/lindsey-elliff-657560a0/
- https://www.linkedin.com/in/mradulovich/
- https://www.linkedin.com/in/japan/
- https://www.linkedin.com/in/andrewedwards6/
- https://www.linkedin.com/in/taylor-drapela-b971b852/
- https://www.linkedin.com/in/adamleepatten/
- https://www.linkedin.com/company/prota-financial/
- http://x.com/ProtaFin
- HTTPS://WWW.PROTAFINANCIAL.COM
- https://www.linkedin.com/in/brandonkrol1026/
Official SEC filing: View on IAPD