1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PRISM FINANCIAL GROUP, LLC

Map pin
Phone2156277000
NotebookSEC #801-44324
Total AUM
$38.1M
Employees
2
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM TO 4:30 PM
Monday - Friday
Phone
2156277000

ReceiptFinancials

Total AUM
$38.1M
Accounts
20
Discretionary
$0
Accounts
0
Non-Discretionary
$38.1M
Accounts
20

ContactClients

View more in analytics →

Individual Clients
7
AUM
$1.9M
HNW Individual Clients
12
AUM
$21.5M
Pension/Profit Sharing Plan Clients
1
AUM
$14.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account