Prota Financial

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

1980 Post Oak Blvd Ste 100, Houston, Tex...

Phone Number

(713) 568-8171

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
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1
1

About Prota Financial

Prota Financial specializes in comprehensive financial services including financial planning, retirement planning, college planning, investment management, estate planning, and philanthropic planning. The company aims to help clients build wealth that lasts, can be shared through giving, and is enjoyable. Their services are tailored for individuals seeking financial advice and planning, particularly in the Houston area. Prota Financial is committed to supporting clients in achieving their financial goals.Explore more
Prota Financial's Social MediaPopular SearchesProta Financial LLCProta FinancialProta Financial ( we're hiring! )SIC Code 62,628NAICS Code 52,523Show more

Prota Financial Org Chart

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MR
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Partner and Founder

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BH
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At Prota Financial Partner

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FD
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Financial Advisor

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KM
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Financial Advisor

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BK
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Financial Advisor

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TD
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Financial Advisor

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LE
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Financial Advisor

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MJ
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Financial Advisor

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Service Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prota Financial

<$5M
1-10
Private
-
2016
MR
Mark RadulovichPartner and Founder
$5.2M
11-50
Private
-
-
Thomas Ambrose, President, Chief Executive Officer at Ambrose Wealth Management
Thomas AmbrosePresident, CEO
<$5M
1-10
Private
-
1962
BN
Barbara NelsonManager, Operations
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2004
<$5M
1-10
Private
-
2015
MJ
Michael JelormineFinancial Founder & Managing Director & Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Prota Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Prota Financial Tech Stack

A closer look at the technologies used by Prota Financial

Top Finance Companies

Frequently Asked Questions Regarding Prota Financial

What is Prota Financial's official website?
Prota Financial's official website is www.protafinancial.com
What is Prota Financial's Revenue?
Prota Financial's revenue is <$5 Million
What is Prota Financial's SIC code?
Prota Financial's SIC: 62,628
What is Prota Financial's NAICS code?
Prota Financial's NAICS: 52,523
How many employees does Prota Financial have?
Prota Financial has 1-10 employees
What industry does Prota Financial belong to?
Prota Financial is in the industry of: Finance, Securities Trading
What is Prota Financial competition?
Prota Financial top competitors include: Copper Canyon Wealth Management, Southport Station Financial Management, Valued Wealth Management, Kraft Asset Management
What technology does Prota Financial use?
Some of the popular technologies that Prota Financial uses are: goo.gl, reCAPTCHA, MailChimp, Microsoft 365
How do I contact Prota Financial?
Prota Financial contact info: Phone number: (713) 568-8171 Website: www.protafinancial.com
What does Prota Financial do?

Prota Financial specializes in comprehensive financial services including financial planning, retirement planning, college planning, investment management, estate planning, and philanthropic planning. The company aims to help clients build wealth that lasts, can be shared through giving, and is enjoyable. Their services are tailored for individuals... seeking financial advice and planning, particularly in the Houston area. Prota Financial is committed to supporting clients in achieving their financial goals.Read More

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

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