Investment adviser · CRD 172096
PROSPERIFY, INC.
Investment adviser filing (IA)
· Form ADV filed Oct 17, 2014
- Regulatory AUM
- $114K Form ADV · Item 5.F
- Client accounts
- 12 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 17, 2014. View historical filings
Reported services
Individual portfolio management · Market timing
Compensation
Percentage of assets
Principal office
CRD 172096
Filing source
Form ADV 850169 · Oct 17, 2014 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.