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Brian William Katz

Chief Investment OfficerThe Prosperity Consulting Group, LLCCRD 4650594

About Brian William Katz

Brian William Katz is listed as Chief Investment Officer at The Prosperity Consulting Group, LLC in Owings Mills, MD. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of The Prosperity Consulting Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brian William Katz work?

Brian William Katz is listed as Chief Investment Officer at The Prosperity Consulting Group, LLC on SEC Form ADV.

How much of The Prosperity Consulting Group, LLC does Brian William Katz own?

Form ADV reports a beneficial ownership band of Under 5%.

The Prosperity Consulting Group, LLC

TitleChief Investment Officer
OwnershipUnder 5%
Control personYes
Since2026