|
⚲
|
| Prism Financial Group LLC
✚
|
|
|---|---|
| CRD # | 112315 |
| SEC # | 801-61646 |
| CIK # | |
| AUM | $1.7 B (2025-02-28) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 913-345-1444 |
| Address | 7101 College Blvd Suite 900 Overland Park, KS 66210-1984 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 378 | 87.6 |
| (b) Individuals (high net worth individuals) | 318 | 1,315.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 173.9 |
| (h) Charitable organizations | 13 | 8.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 100 | 112.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,474 | 1,698.1 |
| By Discretionary | ||
| Discretionary | 2,386 | 1,565.0 |
| Non-Discretionary | 88 | 133.1 |
| Total | 2,474 | 1,698.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,698.1 | |
| Total | 2,474 | 1,698.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Center for Financial Planning Inc
✚
|
MI | 1.7 |
|
Nilsine Partners LLC
✚
|
CO | 1.7 |
|
Waddell & Associates LLC
✚
|
TN | 1.7 |
|
WestEnd Advisors LLC
✚
|
NC | 1.7 |
|
JAG Capital Management LLC
✚
|
MO | 1.7 |
|
Diversified Management Inc
✚
|
WI | 1.7 |
|
AGP / Alliance Global Partners LLC
✚
|
CT | 1.7 |
|
Patriot Investment Management Group Inc
✚
|
TN | 1.7 |
|
Waterloo Capital LP
✚
|
TX | 1.7 |
|
JNBA Financial Advisors LLC
✚
|
MN | 1.7 |