7101 College Blvd. Suite 900
Overland Park, Kansas 66210-1984
Tel: 913-345-1444
PRISM FINANCIAL GROUP, LLC, formally registered with the SEC as PRISM FINANCIAL GROUP, LLC. The firm was established in 12/12/2002. They have over 1 offices throughout the country.
PRISM FINANCIAL GROUP, L.L.C. is a Overland Park, Kansas based Financial Planning firm with nearly $1,698,069,943 assets under management, offering retirement planning & investment advisory services to 2474 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 112315 |
SEC# | 801-61646 |
Assets Managed by Firm | $1,698,069,943 |
No. of Clients | 2474 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2474 | $1,698,069,943 |
Individuals (other than high net worth individuals) | 378 | $87,572,272 |
High net worth individuals | 318 | $1,315,187,936 |
Pension and profit sharing plans | 40 | $173,916,491 |
Charitable organizations | 13 | $8,689,665 |
Corporations or other businesses | 100 | $112,703,579 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
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