Prosperity Financial Group Revenue, Growth & Competitor Profile

DBA PROSPERITY FINANCIAL GROUP, INC.
DBA PROSPERITY WEALTH MANAGEMENT, INC.
DBA PROSPERITY WEALTH MANAGEMENT, INC.

Company Profile & Annual Report for Prosperity Financial Group

Access the complete profile.

Prosperity Financial Group Fast Facts

Revenue	N/A    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	2333 San Ramon Valley Blvd. Suite 200 San Ramon, CA 94583

Note: Revenues for privately held companies are statistical evaluations.


Prosperity Financial Group's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Prosperity Financial Group's annual revenues are N/A (see exact revenue data)
• What industry is the company in?
  • Prosperity Financial Group is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Trademark Applications

Trademark applications show the products and services that Prosperity Financial Group is developing and marketing. Prosperity Financial Group doesn't have any recent trademark applications, indicating Prosperity Financial Group is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
MEET THE EXPERT WITH ELLIOT KALLEN Educational and entertainment services, namely, providing podcasts and online non-downloadable videos in the fields of finance, investments, wealth management, health, lifestyle, and security; Educational and entertainment services, namely, arranging, organizing, conducting, hosting and providing non-downloadable live and on-line webinars in the fields of finance, investments, wealth management, health, lifestyle, and security; Providing a web site featuring non-downloadable instructional and educational videos in the fields of finance, investments, wealth management, health, lifestyle, and security	11/25/2020
THINK! OF THE POSSIBILITIES OF THE FUTURE OF PROSPERITY financial planning for business owners and high net worth individuals; asset management and financial management of retirement plans for corporations and high net worth individuals; administration of employee benefit plans for employers concerning insurance and finance; wealth management services; capital investment services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial planning and investment advisory services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; fund investment consultation; investment services, namely, asset acquisition, consultation, development and management services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Investment and financial advisor support services, namely, providing practice management solutions, consultations, and advice, to professionals and businesses in the financial and investment services industries; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Information, advisory, consultancy and research services relating to finance and investments	06/26/2017
PWM financial planning for business owners and high net worth individuals; asset management and financial management of retirement plans for corporations and high net worth individuals; administration of employee benefit plans for employers concerning insurance and finance; wealth management services; capital investment services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial planning and investment advisory services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; fund investment consultation; investment services, namely, asset acquisition, consultation, development and management services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Investment and financial advisor support services, namely, providing financial management solutions, consultations, and advice, to professionals and businesses in the financial and investment services industries; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Information, advisory, consultancy and research services relating to finance and investments	06/26/2017

See all trademarks and details in the Full Report.

Market Share of Prosperity Financial Group's Largest Competitors

A competitive analysis shows these companies are in the same general field as Prosperity Financial Group, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Prosperity Financial Group. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ICD HOLDINGS	Walnut Creek, CA	100
PENSERRA SECURITIES	Orinda, CA	65
DESTINATION WEALTH MANAGEMENT	Walnut Creek, CA	51
WESTHOFF CONE & HOLMSTEDT	Walnut Creek, CA	15
COBBLESTONE INVESTMENTS	Fremont, CA	14
DEL MONTE GROUP	Alamo, CA	14

Other Companies at 2333 San Ramon Valley Blvd., San Ramon CA

Company	Headquarters	Revenue ($ MM)
HS&R SALES & MARKETING SOLUTIONS	San Ramon, CA	100
WOLLBORG MICHELSON PERSONNEL SERVICE	San Ramon, CA	68
R. CARTER & ASSOCIATES	San Ramon, CA	0

Future Competition: Prosperity Financial Group's Fastest Growing Competitors

These companies are in the same general field as Prosperity Financial Group and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)