PRISM ADVISORS, INC.

PRISM ADVISORS, INC. of STUDIO CITY, CA is an SEC-registered investment adviser (CRD 286474). Regulatory assets under management: $515.1M.

Registration

• CRD: 286474
• SEC file number: 801-110196
• Type: Registered investment adviser
• Location: 4361 TUJUNGA AVENUE, SUITE A, STUDIO CITY, CA, 91604
• Phone: 818-760-3333
• Latest filing: 2026-03-12
• Regulatory AUM: $515.1M
• Discretionary AUM: $503.0M
• Non-discretionary AUM: $12.1M
• Clients: 5
• Accounts: 720

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286474 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search