Prota Financial
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- Prota Financial is a Registered Investment Adviser founded in 2016 that offers investment advice regarding securities, insurance, and other financial services to clients. We provide asset management services to people and small businesses. We also provide consulting and advisory services for employer-sponsored retirement plans in accordance with ERISA (as a 3(21) fiduciary). We are committed to the precept that by placing the clients interests first, we will add value to the asset management process and earn the clients trust and respect. We value long term relationships with our clients whom we regard as strategic partners in our business. We provide various asset management services, with an emphasis on portfolio management, financial planning, and pension consulting services. Our focus is on helping you develop and execute plans that are designed to build and preserve your wealth. Investment advisory services offered through Prota Financial, a registered investment adviser.
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Headquarters:1980 Post Oak Boulevard Suite 1500, Houston, Texas, United States
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Phone Number: +1 713-568-8171
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Website: https://www.protafinancial.com
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Employees:3
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Revenue:$0 - 1M
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Legal Name:Prota Financial
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Prota Financial's Social Media
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| NAICS Code: 523110 |
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Frequently Asked Questions regarding Prota Financial
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Where are Prota Financial's Headquarters?
Prota Financial's Headquarters are in 1980 Post Oak Boulevard Suite 1500,Houston,Texas,United States
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What is Prota Financial's phone number?
Prota Financial's phone number is +1 713-568-8171
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What is Prota Financial's official website?
Prota Financial's official website is https://www.protafinancial.com
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What is Prota Financial's Revenue?
Prota Financial's revenue is $0 - 1M
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What is Prota Financial's NAICS code?
Prota Financial's NAICS code is 523110
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How many employees are working in Prota Financial
Prota Financial has 3 employees
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What is Prota Financial's Industry?
Prota Financial is in the industry of Financial Services
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Who is Prota Financial's Partner And Founder?
Prota Financial's Partner And Founder is Mark Radulovich