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).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $143,396
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

AZ, CA

Financial Advisors at Prism Investment Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David T. Heymann
CRD#: 4743495
14350 North 87th Street, Suite 303-2, Scottsdale, AZ 85260
51
Wealthminder
score

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.

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