|
⚲
|
| Prism Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 152555 |
| SEC # | 801-70938 |
| CIK # | |
| AUM | |
| Employees | 6 (50% Investors, 33% Brokers) |
| 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 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Prism Advisory Group LLC
✚
|
PA | 0.0 |
|
Prism Funds LLC
✚
|
PA | 0.0 |