Prism Financial Group, LLC
Prism Financial Group, LLC (CRD# 108210) is a financial advisory firm headquartered in Philadelphia, PA. They manage $79,228,000 in 32 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management79MILLION
Total Number of Accounts32ACCOUNTS
Average Account Value$2,475,875
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses