INNO&PROSPERITY TRUSTWORTH INC

Adviser information for INNO&PROSPERITY TRUSTWORTH INC last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 802-129859
SEC ERA File Number 802-129859
SEC CIK Numbers None
SEC CRD Numbers 330573
Legal Entity Identifier None

Principal Office

324 S DIAMOND BAR BLVD
UNIT NUM 717
DIAMOND BAR
CA
United States
Monday - Friday, 9 AM - 5 PM
Tel: 6473652538, Fax: None

Chief Compliance Officer

None

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
INNO&PROSPERITY Private Equity Fund $0.3M $0.0M 33

Control Persons

Name Type Entity Title Since Ownership
COSTA, CASEY LYNN Individual DIRECTOR SECRETARY 02/2024 > 75%

No. Employees, Historic

000202420250 on 3/8/2024