Prism Advisory Group LLC


Assets, Funds, Holdings

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Prism Advisory Group LLC
CRD #152555
SEC #801-70938
AUM $153.2 MM (20% Disc, 100% US)
Employees6 (50% Investors, 33% Brokers)
Address4 Caufield Place
Newtown, PA 18940
Source [IAPD] [Website]
Total AUM ($MM)
Related Firms State AUM ($BB)
Prism Advisory Group LLC
PA 0.2
Prism Funds LLC
PA 0.0
Comparable Firms State AUM ($BB)
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NJ 0.2
Alhambra Investment Partners LLC
FL 0.2
First Financial Advisory Services Inc
RI 0.2
Elevated Capital Advisors LLC
UT 0.2
UP Capital Management Inc
CA 0.2
Adaptive Financial Consulting LLC
OH 0.2
Koenig Investment Advisory LLC
OR 0.2
Grey Robert Edmund
CO 0.2
Vermillion Financial Advisors Inc
IL 0.2
Clear Point Advisors Inc
NY 0.2
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