This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Folio Investments · TD Ameritrade
- Clients
- Retail
- Platforms
- Legacy zenithTimber
- Established Date
- 11-09-2020
- Office Locations
- 1
Office Locations
About MY Prosper Team
My Prosper Team is a Lehi, Utah-based fiduciary advisory firm serving high-net-worth individuals, families, and business owners with investment management, retirement planning, and insurance services. The team emphasizes active portfolio management, frequent review and investor education, and broad access to traditional and alternative opportunities. A key specialty is self-directed IRAs and Solo 401(k)s for real estate and other non-traditional investing, supported by planning tools like RightCapital.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TYLER WILLIAM HANSEN
Chief Compliance Officer, Owner
- CRD
- #4921121
- Ownership
- 75% or more
RYAN JAMES ROBERTSON
Advisor
- CRD
- #5731693
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
Bret C Everson
--
- CRD
- #8020659
RICHARD ALLEN GRIDER
Owner
- CRD
- #5701310
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,240,000 | $132,968 |
| Non-Discretionary | $0 | -- |
| Total | $58,240,000 | $132,968 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $58,240,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $284,997,528 | 18.0% |
| Corporate - Investment Grade | $270,747,652 | 17.1% |
| Other | $188,415,032 | 11.9% |
| U.S. Government/Agency | $386,329,982 | 24.4% |
| Cash | $452,829,406 | 28.6% |
| Total | $1,583,319,600 | 100.0% |