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PRISM FINANCIAL GROUP, L.L.C.

7101 College Blvd. Suite 900
Overland Park, Kansas 66210-1984
Tel: 913-345-1444

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About PRISM FINANCIAL GROUP, L.L.C.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#112315
SEC#801-61646
Assets Managed by Firm$1,698,069,943
No. of Clients2474
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total2474$1,698,069,943
Individuals (other than high net worth individuals)378$87,572,272
High net worth individuals318$1,315,187,936
Pension and profit sharing plans40$173,916,491
Charitable organizations13$8,689,665
Corporations or other businesses100$112,703,579

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ONEDIGITAL INVESTMENT ADVISORS
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$107,102,338,15357121550
MARINER WEALTH
5700 W. 112th Street, Suite 500
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$81,106,925,4841325671498
AE WEALTH MANAGEMENT, LLC
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Topeka, KS, 66614
$27,082,623,332277294578
PRIME CAPITAL FINANCIAL
6201 College Blvd., Suite #150
Overland Park, KS, 66211
$24,362,866,55230635353

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