Prosperitas Financial, Llc
Valencia, California
5.0
21 Reviews
Prosperitas Financial, LLC, a reputable investment advisory firm headquartered in Valencia, CA, is dedicated to providing comprehensive financial solutions to a diverse clientele. With over 80 individual clients and assets under management surpassing $221,790,000, the firm has built a solid reputation for delivering exceptional results. Operating as a local firm, Prosperitas Financial, LLC operates from two offices in Valencia. With a deep understanding of employer 401Ks and individual accounts, approximately half of their assets under management originate from these sources, showcasing their expertise and experience in this spac...
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Assets Under Mgmt

$221.79M

Investment Professionals

9

Locations

1

% 401K & Individual

53%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.