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Building 2PRISM FINANCIAL STRATEGIES, LLC

Map pinENGLEWOOD, CO
Phone720-458-6841
NotebookSEC #801-111004
Total AUM
$20.6M
Employees
4
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 W. HAMPDEN AVE.
SUITE 605
ENGLEWOOD
CO 80110
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
720-458-6841
Other Offices
1

ReceiptFinancials

Total AUM
$20.6M
Accounts
126
Discretionary
$17M
Accounts
123
Non-Discretionary
$3.7M
Accounts
3

ContactClients

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Individual Clients
60
AUM
$11.5M
HNW Individual Clients
6
AUM
$5.4M
Pension/Profit Sharing Plan Clients
1
AUM
$3.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CONETX

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

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