Overview
Assets Under Management: $173 million
Headquarters: NEWTOWN, PA
High-Net-Worth Clients: 151
Average Client Assets: $0.6 million
Frequently Asked Questions
PRISM ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152555), PRISM ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
PRISM ADVISORY GROUP, LLC is headquartered in NEWTOWN, PA.
PRISM ADVISORY GROUP, LLC serves 151 high-net-worth clients according to their SEC filing dated October 18, 2018. View client details ↓
According to their SEC Form ADV, PRISM ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
PRISM ADVISORY GROUP, LLC manages $173 million in client assets according to their SEC filing dated October 18, 2018.
According to their SEC Form ADV, PRISM ADVISORY GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 151
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.40%
Average Client Assets: $0.6 million
Total Client Accounts: 511
Discretionary Accounts: 147
Non-Discretionary Accounts: 364
Regulatory Filings
CRD Number: 152555
Filing ID: 1245707
Last Filing Date: 2018-10-18 12:40:00