PRISM ADVISORS, INC.

4361 Tujunga Avenue
Suite A
Studio City, California 91604
Tel: 818-760-3333

About PRISM ADVISORS, INC.

PRISM ADVISORS, INC, formally registered with the SEC as PRISM ADVISORS, INC. The firm was established in 03/31/2017. They have over 1 offices throughout the country.

PRISM ADVISORS, INC. is a Studio City, California based Financial Planning firm with nearly $415,928,424 assets under management, offering retirement planning & investment advisory services to 706 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286474
SEC#	801-110196
Assets Managed by Firm	$415,928,424
No. of Clients	706
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	706	$415,928,424
Individuals (other than high net worth individuals)	185	$43,313,949
High net worth individuals	76	$372,614,475

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