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PROSPERITY - AN EISNERAMPER COMPANY
THE PROSPERITY CONSULTING GROUP, LLC
CRD 133777 · SEC 801-96321
10065 RED RUN BOULEVARD, SUITE 200, OWINGS MILLS, MD, 21117, United States
Phone
410-363-7211
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.20B
Discretionary AUM
$3.18B
Team
66 total employees; 56 advisory reps; 6 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1088 | $534.6M |
| High net worth individuals | 762 | $2.60B |
| Pension/profit sharing plans | 6 | $4.1M |
| Charitable organizations | 19 | $14.5M |
| Corporations/business entities | 21 | $41.5M |
States served
VT, AL, AZ, CA, CO, DE, DC, GA, IL, IN, LA, ME, MD, MA, MI, MN, NV, NJ, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WV, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD