PRISM FINANCIAL GROUP, LLC
PRISM FINANCIAL GROUP, LLC of PHILADELPHIA, PA is an SEC-registered investment adviser (CRD 108210). Regulatory assets under management: $30.7M.
Registration
- CRD: 108210
- SEC file number: 801-44324
- Type: Registered investment adviser
- 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 | — |
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