The Prosperity People, LLC

EST. AUM
$147,000,000

CONTACTS

CLIENT ACCOUNTS
533

Firm Details

Metro area Cincinnati
CRD Number 124957
Website theprosperitypeople.com
Client types

Overview

The Prosperity People is a SEC-registered investment advisory firm headquartered in Bellevue, Kentucky. The firm provides comprehensive financial planning, discretionary investment management, pension consulting, and fiduciary wealth advisory services for individuals, families, retirement plans, and institutional clients through customized long-term investment strategies. The Wealth Advisory Team, LLC DBA The Prosperity People

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

The Prosperity People, LLC

Platform Details

Investment Preferences

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Address

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