| Name | Title | Ownership | Since |
|---|---|---|---|
| Cassity Nicole Wingenbach Control | Chief Operating Officer | Under 5% | 2024 |
| Donald Nathan Hoffman Control | Regional President | Under 5% | 2000 |
| Donna Carol Gestl Control | Cco | Under 5% | 2006 |
The Prosperity Consulting Group, LLC reports $2.9 billion in regulatory assets under management on its Form ADV.
The Prosperity Consulting Group, LLC reports 51 employees.
The Prosperity Consulting Group, LLC is based in Owings Mills, MD and has been SEC-registered since 2015.
The Prosperity Consulting Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10065 Red Run Boulevard, Suite 200, Owings Mills, MD 21117 |
| Phone | 410-363-7211 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1910398 |
| Discloses disciplinary history | No |
| Discretionary | $2.9B |
| Non-discretionary | $10.2M |
| Total (RAUM) | $2.91B |