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Building 2PRISM ADVISORS, INC.

Map pinSTUDIO CITY, CA
Phone818-760-3333
NotebookSEC #801-110196
Total AUM
$515.1M
Employees
5
Clients
242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4361 TUJUNGA AVENUE
SUITE A
STUDIO CITY
CA 91604
United States
Operating Hours
6-3:30PM
Monday - Friday
Phone
818-760-3333

ReceiptFinancials

Total AUM
$515.1M
Accounts
720
Discretionary
$503M
Accounts
646
Non-Discretionary
$12.1M
Accounts
74

ContactClients

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Individual Clients
153
AUM
$39.5M
HNW Individual Clients
89
AUM
$475.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLILLAMAMDNHNYTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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