Prostatis Group

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

7580 Buckingham Blvd Ste 180, Hanover, M...

Phone Number

(410) 863-1040

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Prostatis Group

Prostatis Group, LLC specializes in comprehensive financial services including tax planning, financial planning, insurance, estate planning, investment management, and retirement benefits. Their primary focus is on helping clients grow, protect, and distribute their wealth in a tax-efficient manner. The company targets individuals preparing for retirement, offering personalized financial strategies and ongoing support. Prostatis Group emphasizes a fiduciary approach, ensuring that clients' best interests are prioritized in all financial decisions.Explore more
Prostatis Group's Social MediaPopular SearchesProstatis Group LLCProstatis Financial Advisors GroupProstatisProstatis Advisors GroupProstatis GroupSIC Code 62,628NAICS Code 52,523Show more

Prostatis Group Org Chart

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Director, Operations

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Director, Compliance

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Administrative Assistant, Tax Season

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prostatis Group

<$5M
11-50
Private
-
2000
AD
Adrienne DilaimyDirector, Operations
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
DF
Diane FlemingOffice Manager
<$5M
1-10
Private
-
-
DK
Dave KnutsenSenior Director
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Prostatis Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Prostatis Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Prostatis Group.

Prostatis Group Tech Stack

A closer look at the technologies used by Prostatis Group

Prostatis Group News & Media

  • Summit Financial Takes Minority Stake in Prostatis Financial Advisors Group

    PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial Holdings (“Summit”), a top firm for values-driven independent and breakaway advisors, has through its affiliate, Summit Growth Partners, made a strategic investment in Prostatis Financial Advisors Group (“Prostatis”), marking the firm’s fifth strategic investment this year. A registered investment adviser (RIA) with a 20-year track record, Prostatis specializes in the tax-efficient growth and protection of wealth for high-net-worth individuals
Read more news

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Frequently Asked Questions Regarding Prostatis Group

What is Prostatis Group's official website?
Prostatis Group's official website is www.prostatisfinancial.com
What is Prostatis Group's Revenue?
Prostatis Group's revenue is <$5 Million
What is Prostatis Group's SIC code?
Prostatis Group's SIC: 62,628
What is Prostatis Group's NAICS code?
Prostatis Group's NAICS: 52,523
How many employees does Prostatis Group have?
Prostatis Group has 11-50 employees
What industry does Prostatis Group belong to?
Prostatis Group is in the industry of: Finance, Insurance, Securities Trading
What is Prostatis Group competition?
Prostatis Group top competitors include: Fountainhead Wealth, Goodrich and Associates, Stockade Wealth Management, Reynolds Wealth Management
What technology does Prostatis Group use?
Some of the popular technologies that Prostatis Group uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Prostatis Group?
Prostatis Group contact info: Phone number: (410) 863-1040 Website: www.prostatisfinancial.com
What does Prostatis Group do?

Prostatis Group, LLC specializes in comprehensive financial services including tax planning, financial planning, insurance, estate planning, investment management, and retirement benefits. Their primary focus is on helping clients grow, protect, and distribute their wealth in a tax-efficient manner. The company targets individuals preparing for ret... irement, offering personalized financial strategies and ongoing support. Prostatis Group emphasizes a fiduciary approach, ensuring that clients' best interests are prioritized in all financial decisions.Read More

What are Prostatis Group social media links?
Prostatis Group Linkedin page Prostatis Group Twitter page Prostatis Group Facebook page
Is Prostatis Group a public company?
Prostatis Group is private company therefore does not currently have an official ticker symbol
See more information about Prostatis Group

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