| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Joseph Agosta Control | Chief Compliance Officer, Chief Operating Officer, Vice President | 25-50% | 2025 |
| James Derek Hebert Control | President | 50-75% | 2025 |
Prosperity Financial Group, Inc. reports $358.9 million in regulatory assets under management on its Form ADV.
Prosperity Financial Group, Inc. reports 11 employees.
Prosperity Financial Group, Inc. is based in San Ramon, CA and has been SEC-registered since 2025.
Prosperity Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583 |
| Phone | 925-314-8500 |
| Fax | 925-314-8504 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $358.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $358.9M |