Overview
Assets Under Management: $1.7 billion
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 318
Average Client Assets: $4 million
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