Prospect Financial Group LLC

EST. AUM
$204,400,000

CONTACTS

CLIENT ACCOUNTS
326

Firm Details

Metro area Washington, DC
CRD Number 133953
Website prospect-group.com
Client types

Overview

Prospect Financial Group LLC is an independent, fee-only Registered Investment Advisor (RIA) based in Northern Virginia. Founded by Gillian Curran, the firm provides fiduciary financial planning and investment management services. It specializes in integrating big-picture financial goals with custom-tailored portfolios, often serving busy professionals through a virtual service model.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Prospect Financial Group LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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