# PROSPERITY INVESTMENT ADVISORS, INC.

PROSPERITY INVESTMENT ADVISORS, INC. of BEVERLY HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 148473
- Type: SEC-registered investment adviser
- SEC file number: 801-69672
- Location: 415 N. CAMDEN DRIVE, SUITE 121, BEVERLY HILLS, CA, 90210
- Phone: 303-776-4562
- Latest filing: 2023-09-18
- Regulatory AUM: $12.0M
- Non-discretionary AUM: $12.0M
- Clients: 1
- Accounts: 44

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [BURNS JAMES JOSEPH](https://search.stillhousedata.com/person/735316) | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| [BURRIS STEPHANIE LYNNE](https://search.stillhousedata.com/person/786663) | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148473/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148473/similar
- Related entities: https://search.stillhousedata.com/firm/148473/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148473

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.