$12.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2008
- Office Locations
- 1
Office Locations
-- Longmont CO
About Prosperity Investment Advisors, Inc.
Prosperity Investment Advisors, Inc. is a Longmont, CO registered investment adviser offering financial planning and investment/asset management, including retirement plan, 529, estate, and insurance planning. Portfolios commonly use public funds and ETFs in an asset-allocation approach, with socially responsible investing options. Client assets are custodied at Charles Schwab; led by President/CCO Stephanie Lynne Burris.
Team overview
-- AVG AGE
$12.0M AVG AUM / ADVISOR
$279.1K AVG AUM / CLIENT
17.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
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Asset Classes
Signal oak Catalyst
Custodian
Summit Zenith Foundation eagle Focus
Investment Themes
Legacy glacier Zenith insight Unison catalyst
Investment Vehicles
Zenith
Services
Fusion Focus Momentum Crest harbor Vertex Foundation foundation
Owner & Executives
S
STEPHANIE LYNNE BURRIS
Chief Compliance Officer, President
- CRD
- #4974018
- Ownership
- 75% or more
(478) 979-5620
summit.momentum@timbercapital.com
in linkedin.com/in/zenith-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,000,000 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,000,000
Public Funds:
8.2% Equity - Exchange:
6.5% Cash:
10.9% Other:
14.1% Corporate - Investment Grade:
8.6% Corporate - Non-Investment Grade:
21.4% Municipal Bonds:
8.7% U.S. Government/Agency:
21.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $228,109,623 | 8.2% |
| Equity - Exchange | $180,818,603 | 6.5% |
| Cash | $303,218,889 | 10.9% |
| Other | $392,237,278 | 14.1% |
| Corporate - Investment Grade | $239,236,921 | 8.6% |
| Corporate - Non-Investment Grade | $595,310,479 | 21.4% |
| Municipal Bonds | $242,018,746 | 8.7% |
| U.S. Government/Agency | $600,874,128 | 21.6% |
| Total | $2,781,824,667 | 100.0% |