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Prospect Financial Group LLC

● SEC registered since 2022CRD 133953SEC# 801-123732
Export (members)
Reg. AUM
$175.9M
Employees
1
Accounts
318
Location
—

Prospect Financial Group LLC assets under management

Prospect Financial Group LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $175.9 million in regulatory assets under management and employs 1 people.
www.prospect-group.comView on SEC.gov ↗

Prospect Financial Group LLC owners & executives

1 reported
NameTitleOwnershipSince
Gillian Edgar Curran ControlPresident, CcoOver 75%2004

Frequently asked questions

How much does Prospect Financial Group LLC manage?

Prospect Financial Group LLC reports $175.9 million in regulatory assets under management on its Form ADV.

How many employees does Prospect Financial Group LLC have?

Prospect Financial Group LLC reports 1 employees.

Does Prospect Financial Group LLC disclose fund performance?

Prospect Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(703) 852-9673
Fax(703) 852-3979
Office hours9:00-5:00
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$175.9M
Non-discretionary$0
Total (RAUM)$175.9M