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Prosperify, Inc. (Redwood City)


Prosperify, Inc. is an internet adviser based in Redwood City. It manages $113.91 thousand of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.

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Prosperify provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Prosperify: assets under management

The assets under management (AUM) of Prosperify, Inc. is $113.91 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $113.91 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.49 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Prosperify, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Redwood City

The principal office where Prosperify, Inc. performs its advisory services is located at 2674 Briarfield Avenue, Redwood City, CA 94061, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 239-777-9698 or by fax 650-362-1979. The normal business hours are 24 hours/day on Other. You can find more information about the New York firm at prosperify.com.


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