# PRISM FINANCIAL GROUP, LLC

PRISM FINANCIAL GROUP, LLC of PHILADELPHIA, PA is an SEC-registered investment adviser.

## Registration

- CRD: 108210
- Type: SEC-registered investment adviser
- SEC file number: 801-44324
- Location: 803 N RINGGOLD ST, PHILADELPHIA, PA, 19130-1925
- Phone: 2156277000
- Latest filing: 2026-02-20
- Regulatory AUM: $30.7M
- Non-discretionary AUM: $30.7M
- Clients: 2
- Accounts: 26

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| DELOREY MICHAEL WALTER | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| DELOREY BARBARA | SEC/TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108210/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108210/similar
- Related entities: https://search.stillhousedata.com/firm/108210/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108210

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.