PROSPERITY ROAD, LLC
Santa Ana, CA
AUM
$172.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(714) 241-0212
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA, SANTA ANA
2 advisers found
Santa Ana, CA
AUM
$172.3M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(714) 241-0212
Santa Ana, CA
AUM
$104.8M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
714-486-4544