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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-24-2025
- Office Locations
- 1
Office Locations
About Prosperity Financial Group
Prosperity Financial Group (Portfolio Services Group, LLC) is a Missouri-registered RIA providing fiduciary retirement planning, investment management, tax and comprehensive financial planning, plus business planning for entrepreneurs and business owners. Portfolios are customized to risk and time horizon with diversified, tax-aware allocation and ongoing monitoring. The firm offers an online client portal and digital new-client registration; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID M. COMPERE
Chief Compliance Officer, Financial Advisor, Managing Member, Senior Vice President
- CRD
- #5325195
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Ridge Matthew McBride
--
- CRD
- #8208482
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,995,840 | -- |
| Non-Discretionary | $0 | -- |
| Total | $97,995,840 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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