Prism Advisory Group LLC

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CAFR Data
Prism Advisory Group LLC
CRD #152555
SEC #801-70938
CIK #
AUM $153.2 MM (20% Disc, 100% US)
Employees6 (50% Investors, 33% Brokers)
Phone215-579-0966
Address4 Caufield Place
Newtown, PA 18940
Source [IAPD] [Website]
Total AUM ($MM)
185148111743702009201220162020
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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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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