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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 $1,698,069,943 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 Status | Approved |
|---|---|
| Firm CRD# | 112315 |
| SEC# | 801-61646 |
| Assets Managed by Firm | $1,698,069,943 |
| No. of Clients | 2474 |
| No. of Advisors | 9 |
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 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 |
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|---|---|---|---|
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