PRISM FINANCIAL STRATEGIES, LLC

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

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 Status	Approved
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 Clients	AUM
Firm Total	738	$195,897,523
Individuals (other than high net worth individuals)	222	$54,192,204
High net worth individuals	61	$113,371,460
Pension and profit sharing plans	6	$22,129,219
Charitable organizations	6	$5,030,294
Corporations or other businesses	2	$1,174,346

Inquire with PRISM FINANCIAL STRATEGIES, LLC

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