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Putri Sugondo Pascualy

PAAMCO PRISMA, LLC·NEWPORT BEACH, California
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660 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 6806496Firm CRD# 108989
01

About

Putri Sugondo Pascualy is a registered financial advisor based in NEWPORT BEACH, California, affiliated with PAAMCO PRISMA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PAAMCO PRISMA, LLC
PAAMCO PRISMA, LLC
AUM
$9.3B
Regulatory assets under management
Employees
44
Total firm employees
View all advisors at PAAMCO PRISMA, LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6806496
Firm CRD# 108989
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Putri Sugondo Pascualy offer?
Putri Sugondo Pascualy specializes in Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Putri Sugondo Pascualy's credentials?
Putri Sugondo Pascualy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Putri Sugondo Pascualy located?
Putri Sugondo Pascualy is based in NEWPORT BEACH, California, working with PAAMCO PRISMA, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Putri Sugondo Pascualy charge for services?
Putri Sugondo Pascualy's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PAAMCO PRISMA, LLC?
PAAMCO PRISMA, LLC has approximately 44 employees and manages $9.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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