Prota Financial

Updated today

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Total assets under management

$233,673,316

Total clients

627

14% high-net worth

Total advisors

of 13 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$372,685

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%

Disclosures

Main office location

Prota Financial

1980 Post Oak Blvd, Suite 100

Houston TX 77056-3845, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 713-568-8171

Advisors at this firm

Qingkun X

Series 63, Series 65

Houston, TX

Prota Financial

Brandon K

Series 66

Norwood, MA

Prota Financial

Andrew E

Series 65

Houston, TX

Prota Financial

Mark Anthony J

Series 65

Houston, TX

Prota Financial

Adam P

Series 66

Houston, TX

Prota Financial

Andrew T

Series 65

Ruston, LA

Prota Financial

Lindsey E

Series 65

Houston, TX

Prota Financial

Jeffrey F

Series 65

Omaha, NE

Prota Financial

Taylor W

Series 65

Houston, TX

Prota Financial

Katherine M

Series 65

Houston, TX

Prota Financial

Bryan H

Series 63, Series 66

Redmond, WA

Prota Financial

Fernando D

Series 66

Houston, TX

Prota Financial

Mark R

Series 66

Houston, TX

Prota Financial

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