Prism Funds, LLC

Prism Funds, LLC (CRD# 147911) is a financial advisory firm headquartered in Newtown, PA. They manage $45,269,662 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $22,634,831
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Other
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.

NJ, PA

Financial Advisors at Prism Funds, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard V. Simkus
CRD#: 1269936
4 Caufield Place, Suite 102, Newtown, PA 18940
93
Wealthminder
score

Richard Simkus (CRD# 1269936) is an Investment Advisor Representative working at Prism Funds, LLC in Newtown, PA and has over 33 years of experience in the finance industry.

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