AdvisorGrade

Financial advisers in Prospect, KY

4 registered investment adviser firms in Prospect managing $2.1B in assets, based on public SEC Form ADV filings.

The Gleason Group, INC.

Prospect, KY · Est. 2015

Local
Fee-only
AUM
$1.6B
Per adviser
$322M
Advisers
5

No reported disclosures

Demeter Tactical Investments Corp.

Prospect, KY · Est. 2024

Local
Fee-only
AUM
$265M
Per adviser
$88M
Advisers
3

No reported disclosures

Blvd Private Wealth, LLC

Prospect, KY · Est. 2022

Local
Fee-based
AUM
$220M
Per adviser
$73M
Advisers
3

No reported disclosures

Off Camber Creative LLC

Prospect, KY · Est. 2023

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures