LP Profile

Prospect Financial Services

Also known as prospect financial services

Wealth ManagerMelville, United StatesFounded 1999
Melville
Headquarters
Investment Focus

About Prospect Financial Services

Prospect Financial Services is a wealth manager based in Melville, US. Founded in 1999.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Prospect Financial Services from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$431.0M
Total Clients
1,156
Filing Date
March 9, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Prospect Financial Services?

Prospect Financial Services is a wealth manager based in Melville, United States.

Where is Prospect Financial Services headquartered?

Prospect Financial Services is headquartered in Melville, United States.

When was Prospect Financial Services founded?

Prospect Financial Services was founded in 1999.

How can I contact Prospect Financial Services?

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