Prosperity Financial Group, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

339321

SEC number

801-134846

Firm type

RIA

Assets under management

$503.0M as of Mar 10, 2026

Website

www.401kprosperityfg.com ↗

Phone

925-314-8500

Address

2333 San Ramon Valley Blvd., San Ramon, CA, 94583

Advisors at this firm

8 in our index · page 1 of 1

• Andrew Joseph AgostaCRD 5013957 · San Ramon, CA
  IA RegisteredBroker
• Cesar Bagamasbad DantesCRD 1470508 · San Ramon, CA
  IA Registered
  Disclosure event(s) on record
• Jamie Granville HargraveCRD 3006122 · San Ramon, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• James Derek HebertCRD 6469554 · San Ramon, CA
  IA RegisteredRegistration inactive
• Elliot Herbert KallenCRD 2384508 · San Ramon, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Emmett Charles PeckCRD 3052579 · San Ramon, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Ankit SahuCRD 4606785 · San Ramon, CA
  IA Registered
• Martin Alexander TroianiCRD 5780268 · San Ramon, CA
  IA RegisteredBroker
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.