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
Prism Fund Solutions, Inc.
By the Numbers
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Total Assets Under Management36MILLION
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Total Number of Accounts31ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Prism Fund Solutions, Inc.
1
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.
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