Prosperity Advisory Group LLC
Prosperity Advisory Group LLC is an SEC-registered mass-market adviser in Victor, NY with $216.0M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Prosperity Advisory Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310720, SEC 801-119613, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $216.0M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Victor, NY
- Employees
- 5
- Clients
- 244
- CRD
- 310720
- Ownership
- HARNISH, JOHN, PAUL; Jesse, Martha, Elizabeth
How much AUM does Prosperity Advisory Group LLC have?
Prosperity Advisory Group LLC reported $216.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Prosperity Advisory Group LLC?
Disclosed owners and executives of Prosperity Advisory Group LLC include HARNISH, JOHN, PAUL, Jesse, Martha, Elizabeth. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.