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Prostatis Financial Advisors Group

Headquartered in HANOVER, MD

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Firm Information

Prostatis Financial Advisors Group is an investment advisory firm headquartered in HANOVER, MD, with 19 employees and a team of 14 investment advisory representatives. They manage approximately $405 million in client assets, with a focus on portfolio management for individuals and financial planning services. Prostatis Financial Advisors Group serves a wide range of clients, including high-net-worth individuals and individuals other than high-net-worth.

Prostatis Financial Advisors Group

7580 BUCKINGHAM BLVD, SUITE 180

HANOVER, MD 21076

$405.00M

Assets Under Management

278

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (7)

PROSTATIS FINANCIAL ADVISORS GROUP has a total of 7 branch locations across the country.
location

Hanover, MD

location

Melbourne, FL

location

HANOVER, MD

location

Winter Park, FL

location

Baton Rouge, LA

location

Greenwell Springs, LA

location

Rodeo, CA

Advisors at Prostatis Financial Advisors Group

View All 15 Advisors
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Michael Bruce McGhee

RA

Rodeo, CA

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Andrew Sterling Ashton

RA

Hanover, MD

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Jerry Eugene Linebaugh

RA

Baton Rouge, LA

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Kimberly Anne Owen

CFP®, RA

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Brandon Porter

RA

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Ashley Elizabeth Michelli

RA

Baton Rouge, LA

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Erik Tyr Margetts

RA

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Arthur Roy McPherson

RA

Melbourne, FL

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Disclosures

There are no public disclosures for Prostatis Financial Advisors Group.

Frequently Asked Questions (9)

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