Prism Fund Solutions, Inc.

Prism Fund Solutions, Inc. (CRD# 124651) is a financial advisory firm headquartered in , . They manage $17,016,332 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $1,063,521
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 G. Edwards
CRD#: 2524892
Saint Petersburg, FL
93
Wealthminder
score

Dan Edwards (CRD# 2524892) is an Investment Advisor Representative working at Prism Fund Solutions, Inc. in Saint Petersburg, FL and has over 19 years of experience in the finance industry.

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