Prostatis Group LLC

EST. AUM
$605,444,336

CONTACTS

CLIENT ACCOUNTS
3,806

Firm Details

Metro area Baltimore
CRD Number 132662
Website prostatisfinancial.com
Client types

Overview

Prostatis Group LLC is a registered investment advisor with offices in Maryland (Hanover, Towson, North Bethesda), Florida (Melbourne, Orlando), and Michigan (Farmington Hills). The firm focuses on retirement planning, tax strategies, and retirement income planning for individuals and families, serving clients with at least $500,000 in investable assets. The firm was named a winner for Best of Central Maryland in 2026.

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

Prostatis Group LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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