PAAMCO PRISMA, LLC

NEWPORT BEACH, California·27 registered advisors·CRD# 108989
SEC# 801-574160949-261-4900
01

Firm Overview

AUM
$9.3B
Regulatory assets under management
Employees
44
Total firm employees
Advisors
27
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at PAAMCO PRISMA, LLC

27 registered advisors
Alper Ince
IRVINE, California
Anne-Gaelle Marie Carlton
NEWPORT BEACH, California
Beth Tonge Leon
NEWPORT BEACH, California
Carlos Alberto Ferreira
IRVINE, California
Charles Ross Nightingale
NEWPORT BEACH, California
Daniel Stephen Lawee
IRVINE, California
Eric Conrad Wolfe
NEWPORT BEACH, California
Girish Venkat Reddy
IRVINE, California
Ian Henry Lokkerbol
IRVINE, California
James Lawrence Berens
IRVINE, California
James Patrick Meehan
IRVINE, California
John Kevin Brennan
NEWPORT BEACH, California
Joshua Mincher Barlow
IRVINE, California
Mayer Joseph Cherem
NEWPORT BEACH, California
Misha Aaron Graboi
IRVINE, California
Neale Graham Safaty
IRVINE, California
Paul Matthew Roberts
NEWPORT BEACH, California
Peter Joseph Zakowich
NEWPORT BEACH, California
Polly Ann-Laberge Koop
NEWPORT BEACH, California
Putri Sugondo Pascualy
NEWPORT BEACH, California
Robert Howard Lewin
NEWPORT BEACH, California
Ronan Michael Patrick Cosgrave
NEWPORT BEACH, California
Stephen Edward Oxley
IRVINE, California
Vincent James Cuticello
NEWPORT BEACH, California
William John Knight
IRVINE, California
William Lindsay Cornog
NEWPORT BEACH, California
Yu Mei Kemmy Koh
IRVINE, California
05

Office Locations

NEWPORT BEACH, California
14 advisors
IRVINE, California
13 advisors

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Data sourced from SEC Form ADV filings. PAAMCO PRISMA, LLC (CRD# 108989) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.