Prism Capital Management

Prism Capital Management (CRD# 135440) is a financial advisory firm headquartered in Mount Vernon, WA. They manage $41,977,692 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
415 Pine St, Mount Vernon, WA 98273
https://www.prismadvisor.com
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $599,681
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Prism Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Dieter Drews, financial advisor Mount Vernon WA
Dieter U. Drews
CRD#: 3225773
415 Pine St, Mount Vernon, WA 98273

Dieter Drews (CRD# 3225773) is an Investment Advisor Representative working at Prism Capital Management in Mount Vernon, WA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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