PPrivate Fund Data Log in Join · $37/mo

Prosperity Advisory Group LLC

● SEC registered since 2020CRD 310720SEC# 801-119613Victor, NY
Export (members)
Reg. AUM
$207.4M
Employees
4
Accounts
833
Location
Victor, NY

Prosperity Advisory Group LLC assets under management

Prosperity Advisory Group LLC is an SEC-registered investment adviser based in Victor, NY. The firm has been registered since 2020. It reports $207.4 million in regulatory assets under management and employs 4 people.
prosperityadv.comView on SEC.gov ↗

Prosperity Advisory Group LLC owners & executives

2 reported
NameTitleOwnershipSince
John Paul Harnish ControlManaging Member / Principal And Chief Compliance OfficerOver 75%2020
Martha Elizabeth Jesse ControlDirector Of OperationsUnder 5%2025

Frequently asked questions

How much does Prosperity Advisory Group LLC manage?

Prosperity Advisory Group LLC reports $207.4 million in regulatory assets under management on its Form ADV.

How many employees does Prosperity Advisory Group LLC have?

Prosperity Advisory Group LLC reports 4 employees.

Where is Prosperity Advisory Group LLC located?

Prosperity Advisory Group LLC is based in Victor, NY and has been SEC-registered since 2020.

Does Prosperity Advisory Group LLC disclose fund performance?

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

Contact & registration

Address50 Square Drive, Suite 220, Victor, NY 14564
Phone(585) 381-5900
Fax(585) 381-0478
Office hours8:30a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$207.4M
Non-discretionary$0
Total (RAUM)$207.4M