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PROSPERITY ADVISORY GROUP LLC
CRD 310720 · SEC 801-119613
50 SQUARE DRIVE, SUITE 220, VICTOR, NY, 14564, United States
Phone
(585) 381-5900
Fax
(585) 381-0478
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$216.0M
Discretionary AUM
$216.0M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $52.3M |
| High net worth individuals | 88 | $163.7M |
States served
NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD