PRISM FINANCIAL STRATEGIES, LLC

PRISM FINANCIAL STRATEGIES, LLC of ENGLEWOOD, CO is an SEC-registered investment adviser (CRD 289033). Regulatory assets under management: $195.9M.

Registration

• CRD: 289033
• SEC file number: 801-118925
• Type: Registered investment adviser
• Location: 333 W. HAMPDEN AVE., SUITE 605, ENGLEWOOD, CO, 80110
• Phone: 720-458-6841
• Latest filing: 2023-02-17
• Regulatory AUM: $195.9M
• Discretionary AUM: $173.8M
• Non-discretionary AUM: $22.1M
• Clients: 8
• Accounts: 738

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 289033 on SEC IAPD (source of record)
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