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PROSTATIS FINANCIAL ADVISORS GROUP
PROSTATIS GROUP LLC
CRD 132662 · SEC 801-112501
7580 BUCKINGHAM BLVD, SUITE 180, HANOVER, MD, 21076, United States
Phone
410-863-1040
Fax
410-863-1043
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$605.4M
Discretionary AUM
$604.8M
Team
27 total employees; 16 advisory reps; 5 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1437 | $360.7M |
| High net worth individuals | 131 | $243.2M |
States served
AZ, CA, DE, GA, IN, LA, MD, MI, NY, NC, PA, SC, VA, TX, FL
All web addresses on file
- https://www.facebook.com/McPherson-Financial-Group-109265984139448
- http://prostatisadvisors.com
- https://www.facebook.com/prostatisgroup
- https://www.twitter.com/savvyinvradio
- https://www.youtube.com/channel/UCuAZrEAznIaecIurzZgF-DA
- https://www.facebook.com/gamechangerwealth/
- https://www.linkedin.com/company/game-changer-wealth/
- https://www.youtube.com/@TheMikeCanetShow
- https://open.spotify.com/show/1vb3IWP9q7gVMDKqz0gOnx
- https://open.spotify.com/show/4IF5czmCbuBBuy8tLIRbRK
- https://www.youtube.corni@gamechangerwealth9653
- https://www.youtube.com/@mcphersonfinancialgroup6279
- https://www.youtube.com/@prostatisfinancial
- https://www.youtube.com/@gamechangerwealth9653
- https://twitter.com/ProstatisFinan1
- https://www.facebook.com/share/18ki9TJMP8/?mibextid=wwXIfr
- https://shepherdwealthsolutions.com
- https://www.linkedin.com/company/prostatis-financial-advisors/
- https://www.facebook.com/SavvyInvestorTV/
- https://www.linkedin.com/company/mcpherson-financial-group/about/
- http://www.thesavvyinvestortv.com
- http://prostatisfinancial.com
Official SEC filing: View on IAPD