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PRISM ADVISORS, INC.

CRD 286474 · SEC 801-110196

Visit website

4361 TUJUNGA AVENUE, SUITE A, STUDIO CITY, CA, 91604, United States

Phone

818-760-3333

Fax

818-760-3373

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$515.1M

Discretionary AUM

$503.0M

Team

5 total employees; 5 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals153$39.5M
High net worth individuals89$475.6M

States served

CA, DE, IL, LA, MD, MA, NY, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD