Prism Advisory Group LLC
- Assets, Funds, Holdings
| Prism Advisory Group LLC
|
| CRD # | 152555 |
| SEC # | 801-70938 |
| CIK # | |
| AUM |
|
| Employees |
6 (50% Investors, 33% Brokers)
|
| Fees | |
| Minimum |
|
| Phone | 215-579-0966 |
| Address | 4 Caufield Place
Newtown, PA 18940 |
| Source |
[IAPD]
[Website] [LinkedIn]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
88
|
30.5 |
| (b) Individuals (high net worth individuals) |
64
|
152.3 |
| (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 |
1.0 |
| (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 |
0.7 |
| (n) Other |
0 |
0.0 |
| Total |
553 |
184.4 |
| By Discretionary |
| Discretionary |
148 |
38.3 |
| Non-Discretionary |
405 |
146.1 |
| Total |
553 |
184.4 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
184.4 |
| Total |
553 |
184.4 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.0B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
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