Prism Funds, LLC

Prism Funds, LLC (CRD# 147911) is a financial advisory firm headquartered in Newtown, PA. They manage $48,375,852 in 2 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $24,187,926
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.

FL, NJ, PA

Financial Advisors at Prism Funds, LLC
No Advisor Found.
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