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SHARED PROSPERITY GROUP
SHARED PROSPERITY GROUP LLC
CRD 338743
5441 S MACADAM AVE, STE N, PORTLAND, OR, 97239, United States
Phone
503-343-9909
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$680K
Discretionary AUM
$680K
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $680K |
All web addresses on file
Official SEC filing: View on IAPD