PRISM FINANCIAL GROUP, L.L.C.

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

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 $1,239,251,003 assets under management, offering retirement planning & investment advisory services to 2134 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112315
SEC#	801-61646
Assets Managed by Firm	$1,239,251,003
No. of Clients	2134
No. of Advisors	7

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	2134	$1,239,251,003
Individuals (other than high net worth individuals)	315	$69,784,626
High net worth individuals	280	$927,656,986
Pension and profit sharing plans	33	$150,717,904
Charitable organizations	9	$5,676,835
Corporations or other businesses	70	$85,414,652

Inquire with PRISM FINANCIAL GROUP, L.L.C.

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CREATIVE PLANNING 5454 W. 110th Street Overland Park, KS, 66211	$155,328,127,625	222474	1165
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$89,148,595,824	25199	550
MARINER WEALTH ADVISORS 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$65,874,566,238	112465	1465
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$21,800,698,476	177044	571
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$20,767,599,397	148	48

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