|
⚲
|
| Prism Financial Group LLC
✚
| |
|---|---|
| CRD # | 112315 |
| SEC # | 801-61646 |
| CIK # | |
| AUM | $1.5 BB (2024-03-18) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 913-345-1444 |
| Address | 7101 College Blvd Suite 900 Overland Park, KS 66210-1984 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 359 | 74.7 |
| (b) Individuals (high net worth individuals) | 315 | 1,145.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 37 | 148.0 |
| (h) Charitable organizations | 13 | 6.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 93 | 108.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,379 | 1,483.4 |
| By Discretionary | ||
| Discretionary | 2,294 | 1,372.3 |
| Non-Discretionary | 85 | 111.1 |
| Total | 2,379 | 1,483.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,483.4 | |
| Total | 2,379 | 1,483.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Oak Associates Ltd
✚
|
OH | 1.5 |
|
Cahaba Wealth Management Inc
✚
|
GA | 1.5 |
|
Azzad Asset Management Inc
✚
|
VA | 1.5 |
|
Rather & Kittrell Inc
✚
|
TN | 1.5 |
|
City National Securities Inc
✚
|
CA | 1.5 |
|
Rockbridge Investment Management LLC
✚
|
NY | 1.5 |
|
Perennial Investment Advisors LLC
✚
|
CA | 1.5 |
|
Financial Management Network Inc
✚
|
CA | 1.5 |
|
Moneco Advisors LLC
✚
|
CT | 1.5 |
|
Jaffe Tilchin Investment Partners LLC
✚
|
FL | 1.5 |