CRD: 339321
Prosperity Financial Group, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2025
- Office Locations
- 1
Office Locations
About Prosperity Financial Group, Inc.
Prosperity Financial Group is an independent fiduciary RIA in San Ramon, CA, providing holistic wealth management and retirement planning, including investment, tax and estate planning, and college planning. The firm also delivers 401(k)/403(b) advisory and plan management solutions for small businesses, nonprofits, and self-employed owners. Investment implementation commonly uses ETFs and other public funds, supported by its “Fingerprint Financial Planning” process and ongoing podcast/education content.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES DEREK HEBERT
President
- CRD
- #6469554
- Ownership
- 50% but less than 75%
ANDREW JOSEPH AGOSTA
Chief Compliance Officer, CHIEF OPERATING OFFICER, VICE PRESIDENT
- CRD
- #5013957
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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CESAR BAGAMASBAD DANTES
--
- CRD
- #1470508
JAMIE GRANVILLE HARGRAVE
Advisor, Founder
- CRD
- #3006122
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $502,955,078 | $369,820 |
| Non-Discretionary | $0 | -- |
| Total | $502,955,078 | $369,820 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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