Prism Fund Solutions, Inc.
Prism Fund Solutions, Inc. (CRD# 124651) is a financial advisory firm headquartered in , . They manage $22,726,159 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$1,420,385
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Dan Edwards (CRD# 2524892) is an Investment Advisor Representative working at Prism Fund Solutions, Inc. in Saint Petersburg, FL and has over 21 years of experience in the finance industry.