At Prosperity Capital Advisors (PCA), we provide more than just investments. We provide solutions to simplify and solve the complex challenges and opportunities you face as an investor every day. As an organization, we’re committed to looking at the big financial picture and providing congruent and holistic services to you. Financial products and portfolios should be used solely as instruments to help you obtain your overall financial goals and objectives. With the countless financial vehicles that are available today, a cohesive wealth management plan can work to identify gaps and inefficiencies to provide accurate product and portfolio recommendations. As such, financial planning is the foundational service that PCA provides. We offer you the one-on-one support you need from a fiduciary advisor – and a team of highly specialized professionals focused on your unique situation will help support the development of your plan behind the scenes, including CERTIFIED FINANCIAL PLANNERTM professionals, tax professionals, insurance agents and more.
View Top Employees from Prosperity Capital AdvisorsWebsite | http://www.prosperitycapitaladvisors.com |
Revenue | $9 million |
Employees | 17 (9 on RocketReach) |
Founded | 2011 |
Address | 30400 Detroit Road Suite 201, Westlake, Ohio 44145, US |
Phone | (888) 240-0064 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Global View Capital Advisors, Howard Capital Management, Inc., Price Asset Management, LLC, Rodgers & Associates, Shepherd Kaplan LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
Looking for a particular Prosperity Capital Advisors employee's phone or email?
The Prosperity Capital Advisors annual revenue was $9 million in 2024.
Clinton Pelfrey is the President and Chief Investment Officer - Institutional Asset Management of Prosperity Capital Advisors.
9 people are employed at Prosperity Capital Advisors.
Prosperity Capital Advisors is based in Westlake, Ohio.
The NAICS codes for Prosperity Capital Advisors are [523, 52, 5239, 52393].
The SIC codes for Prosperity Capital Advisors are [62, 628].