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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vector timberAtlas matrix
- Established Date
- 08-24-2022
- Office Locations
- 1
Office Locations
About Prolific Solutions
Prolific Solutions is an independent, CFP-led fiduciary RIA in New York serving physicians and other time-constrained specialists with a fee-only, family office-style approach. The team delivers comprehensive planning plus portfolio construction and ongoing investment management, coordinating tax, retirement, and estate/decumulation strategies. Built for on-call schedules with proactive client-portal updates; custody includes Schwab. The firm cites a 3-generation, 50-year advisory legacy.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
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Technology
Owner & Executives
RAKESH NMN BUDHRAM
Chief Compliance Officer, CHIEF OPERATING OFFICER, Managing Member
- CRD
- #6244363
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,498,816 | $972,514 |
| Non-Discretionary | $0 | -- |
| Total | $88,498,816 | $972,514 |
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Separately Managed Accounts
Total SMA Asset: $88,498,816
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $7,458,560,286 | 100.0% |
| Total | $7,458,560,286 | 100.0% |