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Building 2PRISM FINANCIAL GROUP, L.L.C.

Map pinOVERLAND PARK, KS
Phone913-345-1444
NotebookSEC #801-61646
Total AUM
$1.7B
Employees
9
Clients
849

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7101 COLLEGE BLVD. SUITE 900
OVERLAND PARK
KS 66210-1984
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
913-345-1444

ReceiptFinancials

Total AUM
$1.7B
Accounts
2,474
Discretionary
$1.6B
Accounts
2,386
Non-Discretionary
$133.1M
Accounts
88

ContactClients

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Individual Clients
378
AUM
$87.6M
HNW Individual Clients
318
AUM
$1.3B
Pension/Profit Sharing Plan Clients
40
AUM
$173.9M
Charitable Organization Clients
13
AUM
$8.7M
Corporation or Business Clients
100
AUM
$112.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILKSMNMONENHNVOKORTXWA

HandshakeAffiliates

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

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