PAAMCO PRISMA, LLC

660 Newport Center Drive
Suite 930
Newport Beach, California 92660
Tel: 949-261-4900

About PAAMCO PRISMA, LLC

PAAMCO PRISMA, LLC, formally registered with the SEC as PAAMCO PRISMA, LLC. The firm was established in 03/31/2000. They have over 1 offices throughout the country.

PAAMCO PRISMA, LLC is a Newport Beach, California based Financial Planning firm with nearly $9,320,091,885 assets under management, offering retirement planning & investment advisory services to 63 clients. The firm is staffed with 44 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108989
SEC#	801-57416
Assets Managed by Firm	$9,320,091,885
No. of Clients	63
No. of Advisors	44

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	63	$9,320,091,885
Pension and profit sharing plans	8	$6,507,933
Charitable organizations	Fewer than 5 clients	$8,195,373

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