Prism Investment Management, Inc.
Prism Investment Management, Inc. (CRD# 159382) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $38,000,000 in 265 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management38MILLION
Total Number of Accounts265ACCOUNTS
Average Account Value$143,396
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
David Heymann (CRD# 4743495) is an Investment Advisor Representative working at Prism Investment Management, Inc. in Scottsdale, AZ and has over 14 years of experience in the finance industry.