$680.2K Total AUM
$680.2K Disc. AUM
-- 3Y CAGR
2 Employees
1 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Empower · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-31-2025
- Office Locations
- 1
Office Locations
5441 S Macadam AVE STE N Portland OR
About Shared Prosperity Group
Shared Prosperity Group is a Portland, OR investment adviser serving retail clients with portfolio construction and asset-allocation guidance, including insurance and charitable-giving planning. Its managed accounts are ETF-heavy, complemented by mutual funds and cash, and incorporate socially responsible investing where appropriate. Custody relationships include Altruist and Empower.
Team overview
-- AVG AGE
$680.2K AVG AUM / ADVISOR
$680.2K AVG AUM / CLIENT
0.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
AARON NIELSEN
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #6086063
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $680,248 | -- |
| Non-Discretionary | $0 | -- |
| Total | $680,248 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing