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PROSPERITY FINANCIAL GROUP

PORTFOLIO SERVICES GROUP, LLC

CRD 336091

Visit website

1902 E. BATTLEFIELD RD., SUITE A, SPRINGFIELD, MO, 65804, United States

Phone

417-888-0675

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$98.0M

Discretionary AUM

$98.0M

Team

3 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals163$32.2M
High net worth individuals25$65.8M

All web addresses on file

Official SEC filing: View on IAPD