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PRISM FINANCIAL STRATEGIES, LLC

333 W. Hampden Ave.
Suite 605
Englewood, Colorado 80110
Tel: 720-458-6841

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About PRISM FINANCIAL STRATEGIES, LLC

PRISM FINANCIAL STRATEGIES, LLC, formally registered with the SEC as PRISM FINANCIAL STRATEGIES, LLC. The firm was established in 06/16/2020. They have over 1 offices throughout the country.

PRISM FINANCIAL STRATEGIES, LLC is a Englewood, Colorado based Financial Planning firm with nearly $195,897,523 assets under management, offering retirement planning & investment advisory services to 738 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#289033
SEC# 801-118925
Assets Managed by Firm $195,897,523
No. of Clients 738
No. of Advisors 8

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total738$195,897,523
Individuals (other than high net worth individuals)222$54,192,204
High net worth individuals61$113,371,460
Pension and profit sharing plans6$22,129,219
Charitable organizations6$5,030,294
Corporations or other businesses2$1,174,346
Inquire with PRISM FINANCIAL STRATEGIES, LLC

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