Active
THE PROSPERITY PEOPLE
Investment Advice|BELLEVUE, KY
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Assets Under Management
$130.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 129.4M |
| Non-Discretionary | 1.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 124957 |
| SEC Number | 801-123671 |
| Street Address | 601 FAIRFIELD AVENUE |
| Location | BELLEVUE, KY 41073 |
| Country | United States |
| Phone | 859-331-7755 |
| Fax | 859-331-4695 |
| Total Employees | 5 |
Client Count by Type (164 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 129 |
| High Net Worth Individual… | 34 |
| Charitable Organizations | 1 |
Community Partners
CITY OF ALEXANDRIA
CITY OF BELLEVUE
CITY OF CALIFORNIA
CITY OF COLD SPRING
CITY OF CRESTVIEW
CITY OF DAYTON
CITY OF FORT THOMAS
CITY OF HIGHLAND HEIGHTS
CITY OF MELBOURNE
CITY OF MENTOR
CITY OF NEWPORT
CITY OF SILVER GROVE
CITY OF SOUTHGATE
CITY OF WILDER
CITY OF WOODLAWN
COUNTY OF CAMPBELL
NEIGHBORHOOD FOUNDATIONS
CITY OF ALEXANDRIA
CITY OF BELLEVUE
CITY OF CALIFORNIA
CITY OF COLD SPRING
CITY OF CRESTVIEW
CITY OF DAYTON
CITY OF FORT THOMAS
CITY OF HIGHLAND HEIGHTS
CITY OF MELBOURNE
CITY OF MENTOR
CITY OF NEWPORT
CITY OF SILVER GROVE
CITY OF SOUTHGATE
CITY OF WILDER
CITY OF WOODLAWN
COUNTY OF CAMPBELL
NEIGHBORHOOD FOUNDATIONS
CITY OF ALEXANDRIA
CITY OF BELLEVUE
CITY OF CALIFORNIA
CITY OF COLD SPRING
CITY OF CRESTVIEW
CITY OF DAYTON
CITY OF FORT THOMAS
CITY OF HIGHLAND HEIGHTS
CITY OF MELBOURNE
CITY OF MENTOR
CITY OF NEWPORT
CITY OF SILVER GROVE
CITY OF SOUTHGATE
CITY OF WILDER
CITY OF WOODLAWN
COUNTY OF CAMPBELL
NEIGHBORHOOD FOUNDATIONS
Municipal Government
17 Active
17
Organizations
ALEXANDRIA FIRE PROTECTION DISTRICT 5
CAMPBELL COUNTY FIRE PROTECTION DISTRICT 1
CAMPBELL COUNTY HOUSING AUTH
CAMPBELL COUNTY LIBRARY DISTRICT
CAMPBELL COUNTY SOIL CONSERVATION DISTRICT
CAMPBELL FIRE RESCUE
CENTRAL CAMPBELL COUNTY FIRE DISTRICT
MELBOURNE FIRE DISTRICT 6
NEWPORT FIRE/EMS DEPARTMENT
SOUTHERN CAMPBELL COUNTY FIRE DISTRICT 4
ALEXANDRIA FIRE PROTECTION DISTRICT 5
CAMPBELL COUNTY FIRE PROTECTION DISTRICT 1
CAMPBELL COUNTY HOUSING AUTH
CAMPBELL COUNTY LIBRARY DISTRICT
CAMPBELL COUNTY SOIL CONSERVATION DISTRICT
CAMPBELL FIRE RESCUE
CENTRAL CAMPBELL COUNTY FIRE DISTRICT
MELBOURNE FIRE DISTRICT 6
NEWPORT FIRE/EMS DEPARTMENT
SOUTHERN CAMPBELL COUNTY FIRE DISTRICT 4
ALEXANDRIA FIRE PROTECTION DISTRICT 5
CAMPBELL COUNTY FIRE PROTECTION DISTRICT 1
CAMPBELL COUNTY HOUSING AUTH
CAMPBELL COUNTY LIBRARY DISTRICT
CAMPBELL COUNTY SOIL CONSERVATION DISTRICT
CAMPBELL FIRE RESCUE
CENTRAL CAMPBELL COUNTY FIRE DISTRICT
MELBOURNE FIRE DISTRICT 6
NEWPORT FIRE/EMS DEPARTMENT
SOUTHERN CAMPBELL COUNTY FIRE DISTRICT 4
Special District
10 Active
10
Organizations
BELLEVUE INDEP SCH DIST
CAMPBELL CO SCH DIST
DAYTON INDEP SCH DIST
FT THOMAS IND SCH DIST
NEWPORT INDEP SCH DIST
NORTHERN KENTUCKY COOPERATIVE FOR EDUCATIONAL SERVICES, INC.
SOUTHGATE IND SCH DIST
BELLEVUE INDEP SCH DIST
CAMPBELL CO SCH DIST
DAYTON INDEP SCH DIST
FT THOMAS IND SCH DIST
NEWPORT INDEP SCH DIST
NORTHERN KENTUCKY COOPERATIVE FOR EDUCATIONAL SERVICES, INC.
SOUTHGATE IND SCH DIST
BELLEVUE INDEP SCH DIST
CAMPBELL CO SCH DIST
DAYTON INDEP SCH DIST
FT THOMAS IND SCH DIST
NEWPORT INDEP SCH DIST
NORTHERN KENTUCKY COOPERATIVE FOR EDUCATIONAL SERVICES, INC.
SOUTHGATE IND SCH DIST
School District
7 Active
7
Organizations
3R FUND FOR IMMIGRANT LEGAL FAMILY DEFENSE GREATER CINCINNATI NKY INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
AFRICAN INTERNATIONAL FOUNDATION FOR EDUCATIONAL EXCELLE
AIR AND EXPEDITED MOTOR CARRIERS ASSOCIATION
ALBERT S AND ANNA L RAWE FAMILY FOUNDATION INC
ALEXANDRIA AND COMMUNITY VOLUNTEER FIRE
ALEXANDRIA CEMETERY COMPANY
ALEXANDRIA COMMUNITY BUSINESS
ALEXANDRIA THREADS OF LOVE
ALPHA PHI OMEGA
ALPHA SIGMA PHI FRATERNITY INC
ALYS PURPOSE
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
3R FUND FOR IMMIGRANT LEGAL FAMILY DEFENSE GREATER CINCINNATI NKY INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
AFRICAN INTERNATIONAL FOUNDATION FOR EDUCATIONAL EXCELLE
AIR AND EXPEDITED MOTOR CARRIERS ASSOCIATION
ALBERT S AND ANNA L RAWE FAMILY FOUNDATION INC
ALEXANDRIA AND COMMUNITY VOLUNTEER FIRE
ALEXANDRIA CEMETERY COMPANY
ALEXANDRIA COMMUNITY BUSINESS
ALEXANDRIA THREADS OF LOVE
ALPHA PHI OMEGA
ALPHA SIGMA PHI FRATERNITY INC
ALYS PURPOSE
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
3R FUND FOR IMMIGRANT LEGAL FAMILY DEFENSE GREATER CINCINNATI NKY INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
AFRICAN INTERNATIONAL FOUNDATION FOR EDUCATIONAL EXCELLE
AIR AND EXPEDITED MOTOR CARRIERS ASSOCIATION
ALBERT S AND ANNA L RAWE FAMILY FOUNDATION INC
ALEXANDRIA AND COMMUNITY VOLUNTEER FIRE
ALEXANDRIA CEMETERY COMPANY
ALEXANDRIA COMMUNITY BUSINESS
ALEXANDRIA THREADS OF LOVE
ALPHA PHI OMEGA
ALPHA SIGMA PHI FRATERNITY INC
ALYS PURPOSE
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization
395 Active
395
Organizations
Community Partners84 organizations
CITY OF ALEXANDRIA
Municipal Government·ALEXANDRIA
CITY OF BELLEVUE
Municipal Government·BELLEVUE
CITY OF CALIFORNIA
Municipal Government·CALIFORNIA
CITY OF FORT THOMAS
Municipal Government·FORT THOMAS
CITY OF MELBOURNE
Municipal Government·MELBOURNE
CITY OF MENTOR
Municipal Government·MENTOR
CITY OF SILVER GROVE
Municipal Government·SILVER GROVE
CITY OF SOUTHGATE
Municipal Government·SOUTHGATE
CITY OF WOODLAWN
Municipal Government·NEWPORT
NEIGHBORHOOD FOUNDATIONS
Municipal Government·NEWPORT
CAMPBELL COUNTY HOUSING AUTH
Special District·NEWPORT
CAMPBELL FIRE RESCUE
Special District·ALEXANDRIA
MELBOURNE FIRE DISTRICT 6
Special District·MELBOURNE
NEWPORT FIRE/EMS DEPARTMENT
Special District·NEWPORT
FT THOMAS IND SCH DIST
School District·FT THOMAS
NORTHERN KENTUCKY COOPERATIVE FOR EDUCATIONAL SERVICES, INC.
School District·COLD SPRING
3R FUND FOR IMMIGRANT LEGAL FAMILY DEFENSE GREATER CINCINNATI NKY INC
Nonprofit Organization·NEWPORT
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·California
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Highland Heights
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Alexandria
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·california
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Melbourne
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Highland Heights
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Alexandria
AFRICAN INTERNATIONAL FOUNDATION FOR EDUCATIONAL EXCELLE
Nonprofit Organization·Alexandria
AIR AND EXPEDITED MOTOR CARRIERS ASSOCIATION
Nonprofit Organization·ALEXANDRIA
ALBERT S AND ANNA L RAWE FAMILY FOUNDATION INC
Nonprofit Organization·NEWPORT
ALEXANDRIA AND COMMUNITY VOLUNTEER FIRE
Nonprofit Organization·ALEXANDRIA
ALEXANDRIA CEMETERY COMPANY
Nonprofit Organization·ALEXANDRIA
ALEXANDRIA COMMUNITY BUSINESS
Nonprofit Organization·ALEXANDRIA
ALEXANDRIA THREADS OF LOVE
Nonprofit Organization·Alexandria
ALPHA PHI OMEGA
Nonprofit Organization·HIGHLAND HEIGHTS
ALPHA SIGMA PHI FRATERNITY INC
Nonprofit Organization·Newport
ALYS PURPOSE
Nonprofit Organization·COLD SPRING
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Newport
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·ALEXANDRIA
AMERICAN LEGION
Nonprofit Organization·ALEXANDRIA
AMERICAN LEGION
Nonprofit Organization·Bellevue
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Newport
AMERICAN LEGION POST 11
Nonprofit Organization·NEWPORT
ANOTHER SHOT ANIMAL RESCUE INC
Nonprofit Organization·Newport
ASSEAOPA INC
Nonprofit Organization·Alexandria
ASSOCIATION OF KOREAN POLITICAL STUDIES
Nonprofit Organization·Highland Heights
ASSOCIATION OF WOMEN IN THE METAL INDUSTRIES INC
Nonprofit Organization·Melbourne
ATHLETES UNITED FOUNDATION INC
Nonprofit Organization·Southgate
A VOICE FOR THE INNOCENT CORP
Nonprofit Organization·Newport
BARRACKS PROJECT INC
Nonprofit Organization·ALEXANDRIA
BE-LIKE-B FOUNDATION INC
Nonprofit Organization·ALEXANDRIA
BELLEVUE BOARD OF EDUCATION
Nonprofit Organization·BELLEVUE
BELLEVUE EDUCATION ASSOCIATION
Nonprofit Organization·Bellevue
BELLEVUE HIGH ATHLETIC BOOSTERS CLUB
Nonprofit Organization·BELLEVUE
BELLEVUE HIGH SCHOOL ALUMNI ASSOCIATION INC
Nonprofit Organization·BELLEVUE
BELLEVUE INDEPENDENT SCHOOL
Nonprofit Organization·BELLEVUE
BELLEVUE NEIGHBORHOOD ASSOCIATION INC
Nonprofit Organization·Bellevue
BELLEVUE VETERANS CLUB INC
Nonprofit Organization·BELLEVUE
BENOVOLENT & PROTECTIVE ORDER OF ELKS 273 NEWPORT
Nonprofit Organization·NEWPORT
BILL FELDMAN SCHOLARSHIP FUND
Nonprofit Organization·Newport
BirdsTextiles Inc
Nonprofit Organization·BELLEVUE
BISHOP FAMILY FOUNDATION INC
Nonprofit Organization·FT THOMAS
BLESSING LIST MINISTRY INC
Nonprofit Organization·Newport
BLET DIVISION 39 C/O CASEY T HENNIGAN
Nonprofit Organization·FT THOMAS
BLET DIVISION 489 C/O KENNETH GANOTE
Nonprofit Organization·FT THOMAS
Bluegrass Swim Club Inc
Nonprofit Organization·Cold Spring
BLUE KNIGHTS MOTORCYCLE CLUB
Nonprofit Organization·Highland Heights
BOB WHITE CLUB INC
Nonprofit Organization·ALEXANDRIA
BOWLES CENTER FOR DIVERSITY OUTREACH, INC.
Nonprofit Organization·NEWPORT