Prism Fund Solutions, Inc.

Prism Fund Solutions, Inc. (CRD# 124651) is a financial advisory firm headquartered in , . They manage $35,615,326 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.prismfundsolutions.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $1,148,881
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Prism Fund Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Dan Edwards, financial advisor Saint Petersburg FL
Dan G. Edwards
CRD#: 2524892
Saint Petersburg, FL

Dan Edwards (CRD# 2524892) is an Investment Advisor Representative working at Prism Fund Solutions, Inc. in Saint Petersburg, FL and has over 26 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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