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Building 2PRISM PLANNING AND SOLUTIONS GROUP

Map pinWHITE PLAINS, NY
Phone(914) 831-3050
NotebookSEC #801-135208
Total AUM
$0
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 WESTCHESTER AVE.
SUITE 101
WHITE PLAINS
NY 10604
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(914) 831-3050

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNJNYUT

HandshakeAffiliates

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

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