TSP FINANCIAL, LLC
  • TSP FINANCIAL, LLC
  • PROSPERITY PATH ADVISERS, LLC

Adviser Profile

As of Date 07/28/2023
Registration status Registration Changed to PROSPERITY PATH ADVISERS, LLC
ADV Location VERO BEACH, FL, United States
Contact Info (77 xxxxxxx
Websites
AUM* 1,348,018 31%
of that, discretionary 1,348,018 31%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 103,694 -50%
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1M 1M 963K 770K 578K 385K 193K
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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