$270.4M Total AUM
$270.4M Disc. AUM
-- 3Y CAGR
13 Employees
673 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-25-2016
- Office Locations
- 7
Office Locations
1980 Post OAK Blvd Suite 100 Houston TX
-- Midland TX
-- Norwood MA
About Prota Financial
Prota Financial is a Houston-based RIA providing financial planning and portfolio management for individuals and business owners, including tax, estate, charitable giving, retirement and succession planning. Portfolios blend public funds and ETFs with access to private funds/alternatives (e.g., private credit, real estate) for accredited investors, primarily custodied at Charles Schwab.
Team overview
48 AVG AGE
$20.8M AVG AUM / ADVISOR
$401.7K AVG AUM / CLIENT
4.2 yrs AVG TENURE
13 Employees
13 Advisory Reps
13 RIA Reps
10yrs Firm Age
Insights
Available
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Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BRYAN C HAYS
Managing Member
- CRD
- #4177665
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MARK RADULOVICH
Chief Compliance Officer, Managing Member
- CRD
- #6256734
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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C
Crystal Lena Aldeano
--
- CRD
- #8272595
Available
Available
Available
FERNANDO DIAZ
Investment Advisor
- CRD
- #4683164
Available
Available
Available
Showing 2 of 15 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $270,372,201 | $149,542 |
| Non-Discretionary | $0 | -- |
| Total | $270,372,201 | $149,542 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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