Prosperity Planning, Inc.

EST. AUM
$543,207,022

CONTACTS

CLIENT ACCOUNTS
1,432

Firm Details

Metro area Kansas City
CRD Number 298268
Website prosperityplanninginc.com
Client types

Overview

Prosperity Planning, Inc. is a North Kansas City, Missouri-based SEC-registered investment adviser founded in 2004 and registered as an investment adviser in 2018. The firm provides portfolio management, financial planning, and pension consulting, using broadly diversified portfolios across equities, bonds, real estate, commodities, and cash, primarily through mutual funds and ETFs.

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

Prosperity Planning, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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