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Prota Financial, LLC

● SEC registered since 2022CRD 283776SEC# 801-125895Houston, TX
Export (members)
Reg. AUM
$233.7M
Employees
12
Accounts
1,643
Location
Houston, TX

Prota Financial, LLC assets under management

Prota Financial, LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2022. It reports $233.7 million in regulatory assets under management and employs 12 people.
www.linkedin.com/in/mark-jiro-31400789View on SEC.gov ↗

Prota Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bryan C Hays ControlManaging Member50-75%2018
Mark Radulovich ControlCco & Managing Member50-75%2016

Frequently asked questions

How much does Prota Financial, LLC manage?

Prota Financial, LLC reports $233.7 million in regulatory assets under management on its Form ADV.

How many employees does Prota Financial, LLC have?

Prota Financial, LLC reports 12 employees.

Where is Prota Financial, LLC located?

Prota Financial, LLC is based in Houston, TX and has been SEC-registered since 2022.

Does Prota Financial, LLC disclose fund performance?

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

Contact & registration

Address1980 Post Oak Blvd, Suite 100, Houston, TX 77056-3845
Phone713-568-8171
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$226.5M
Non-discretionary$7.2M
Total (RAUM)$233.7M