THE PROSPERITY CONSULTING GROUP, LLC of OWINGS MILLS, MD is an SEC-registered investment adviser (CRD 133777). Regulatory assets under management: $3.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Donna Carol Gestl | CCO | — |
| Michele L Martin | PRESIDENT | — |
| Cassity Nicole Wingenbach | CHIEF OPERATING OFFICER | — |
| Donald Nathan Hoffman | REGIONAL PRESIDENT | — |
| HOFFMAN DONALD NATHAN | PRESIDENT; REGIONAL PRESIDENT | — |
| KLEEMAN JEFFREY MARK | MEMBER | — |
| TOPOLSKI MARK RAYMOND | MEMBER | — |
| CHAZEN JOEL BRUCE | MEMBER | — |
| GESTL DONNA CAROL | CCO; MEMBER/CCO | — |
| MARTIN DANIELLE L | PRESIDENT; *PRESIDENT | — |
| Wingenbach Cassity | CHIEF OPERATING OFFICER | — |
| Wingenbach Cassity Nicole | CHIEF OPERATING OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |