$14MM AUM | $90,000 GDC in Stamford, CT

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Stamford, CT, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$14.00
Gross Revenue
$90,000.00
# of Accounts
25
Avg Client Age
55
Overview

Prospect Advisors is a registered investment adviser (RIA) providing clients both equity and fixed income portfolio management services. We are a fee only adviser and manage our assets on the Charles Schwab Institutional platform. We construct our portfolios with an emphasis on domestic equities, but have exposure to international equities as well. We use ETF's and closed end funds to augment our individual stock positions. Fixed income assets are managed by primarily using closed end funds. As disciplined value investors, Prospect’s approach is based on the premise that the price one pays for an investment makes a significant difference to long-term performance. In addition to the above, Prospect provides institutional equity research services to a much larger RIA in Providence, RI.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...