PRISM ADVISORY GROUP, LLC
PRISM ADVISORY GROUP, LLC of NEWTOWN, PA is an SEC-registered investment adviser (CRD 152555). Regulatory assets under management: $184.4M.
Registration
- CRD: 152555
- SEC file number: 801-70938
- Type: Registered investment adviser
- Location: 4 CAUFIELD PLACE, SUITE 102, NEWTOWN, PA, 18940
- Phone: 215-579-0966
- Latest filing: 2021-03-26
- Regulatory AUM: $184.4M
- Discretionary AUM: $38.3M
- Non-discretionary AUM: $146.1M
- Clients: 6
- Accounts: 553
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| SIMKUS RICHARD VICTOR | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| SAVINO ROBERT JOSEPH | MEMBER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| PRISM JADE FUND LP | Hedge Fund | — | 38 | $23.5M | $50K |
Fund service providers (1)
- administrator: NAV CONSULTING, INC.
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