PRISM ADVISORS, INC.
Total AUM
$515.1M
Employees
5Clients
242Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4361 TUJUNGA AVENUE
SUITE A
STUDIO CITY
CA 91604
United States
SUITE A
STUDIO CITY
CA 91604
United States
Operating Hours
6-3:30PM
Monday - Friday
Monday - Friday
Phone
818-760-3333
Financials
Total AUM
$515.1M
Accounts
720Discretionary
$503M
Accounts
646Non-Discretionary
$12.1M
Accounts
74
Clients
Individual Clients
153AUM
$39.5M
HNW Individual Clients
89AUM
$475.6M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CADEFLILLAMAMDNHNYTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.