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Building 2PRISM INVESTMENT MANAGEMENT, INC.

Map pinSCOTTSDALE, AZ
Phone480-661-1236
NotebookSEC #801-72963
Total AUM
$20M
Employees
0
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14350 N. 87TH STREET
SUITE 170
SCOTTSDALE
AZ 85260
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
480-661-1236

ReceiptFinancials

Total AUM
$20M
Accounts
210
Discretionary
$18M
Accounts
200
Non-Discretionary
$2M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCA

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

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