Prism Financial Group, LLC
Prism Financial Group, LLC (CRD# 108210) is a financial advisory firm headquartered in , . They manage $21,874,004 in 26 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Prism Financial Group, LLC
By the Numbers
-
Total Assets Under Management22MILLION
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$841,308
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, PA
Financial Advisors at Prism Financial Group, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.