|
⚲
|
| Prism Advisors Inc
✚
| |
|---|---|
| CRD # | 286474 |
| SEC # | 801-110196 |
| CIK # | 0001717027 |
| AUM | $415.9 MM (2024-07-11) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 818-760-3333 |
| Address | 4361 Tujunga Avenue Studio City, CA 91604 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 1.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 43.3 |
| (b) Individuals (high net worth individuals) | 76 | 372.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 706 | 415.9 |
| By Discretionary | ||
| Discretionary | 640 | 412.1 |
| Non-Discretionary | 66 | 3.9 |
| Total | 706 | 415.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 415.9 | |
| Total | 706 | 415.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001717027] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Grey Rock Asset Management LLC
✚
|
TX | 0.4 |
|
Chapin Davis Inc
✚
|
MD | 0.4 |
|
Prosperity Planning Inc
✚
|
MO | 0.4 |
|
Midatlantic Capital Management Inc
✚
|
VA | 0.4 |
|
Poehling Capital Management Inc
✚
|
WI | 0.4 |
|
Dynamic Financial Group LLC
✚
|
IA | 0.4 |
|
Harbour Investment Management LLC
✚
|
WA | 0.4 |
|
Premier Wealth Advisors LLC
✚
|
CA | 0.4 |
|
FSA Wealth Management LLC
✚
|
MA | 0.4 |
|
Monarch Capital Management Inc
✚
|
IN | 0.4 |