Source: InvestmentNews

Prospera: Prospera adds $650M AUM firm in Redlands, California

The California team of four advisors was attracted to boutique wealth management firm Prospera's 'family-like' culture.

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Est. Annual Revenue
$25-100M
Est. Employees
100-250
Daniel Koppel's photo - Co-Founder & CEO of Prospera

Co-Founder & CEO

Daniel Koppel

CEO Approval Rating

74/100

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