Overview
Assets Under Management: $1.7 billion
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 318
Average Client Assets: $4 million
Frequently Asked Questions
PRISM FINANCIAL GROUP, L.L.C. 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 #112315), PRISM FINANCIAL GROUP, L.L.C. is subject to fiduciary duty under federal law.
PRISM FINANCIAL GROUP, L.L.C. is headquartered in OVERLAND PARK, KS.
PRISM FINANCIAL GROUP, L.L.C. serves 318 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, PRISM FINANCIAL GROUP, L.L.C. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PRISM FINANCIAL GROUP, L.L.C. manages $1.7 billion in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, PRISM FINANCIAL GROUP, L.L.C. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 318
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.45
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,474
Discretionary Accounts: 2,386
Non-Discretionary Accounts: 88
Regulatory Filings
CRD Number: 112315
Last Filing Date: 2025-02-28 00:00:00
Website: https://prismfg.com