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Mcginnis Andrew Mccoy

PRISM ADVISORS, INC.·STUDIO CITY, California
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4361 TUJUNGA AVENUE, STUDIO CITY, CA 91604CRD# 1708167Firm CRD# 286474
01

About

Mcginnis Andrew Mccoy is a registered financial advisor based in STUDIO CITY, California, affiliated with PRISM ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRISM ADVISORS, INC.
PRISM ADVISORS, INC.
AUM
$416M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PRISM ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1708167
Firm CRD# 286474
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mcginnis Andrew Mccoy offer?
Mcginnis Andrew Mccoy specializes in Financial Planning, Investment Management. Contact their office in STUDIO CITY, California for a consultation.
What are Mcginnis Andrew Mccoy's credentials?
Mcginnis Andrew Mccoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mcginnis Andrew Mccoy located?
Mcginnis Andrew Mccoy is based in STUDIO CITY, California, working with PRISM ADVISORS, INC.. Their office serves clients in the STUDIO CITY metropolitan area and surrounding communities.
How does Mcginnis Andrew Mccoy charge for services?
Mcginnis Andrew Mccoy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRISM ADVISORS, INC.?
PRISM ADVISORS, INC. has approximately 5 employees and manages $416M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in STUDIO CITY
Amy Louise Aquino — PRISM ADVISORS, INC.Stacey Kiyomi Snow — PRISM ADVISORS, INC.Carina Kaftarian Oghoorian — ACAP ASSET MANAGEMENT, INC.Ara Oghoorian — ACAP ASSET MANAGEMENT, INC.Michael Cameron Thom — RCF ASSET MANAGEMENT GROUP 4, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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