PRISM ADVISORS, INC.

STUDIO CITY, California·2 registered advisors·CRD# 286474
SEC# 801-1101960818-760-3333
01

Firm Overview

AUM
$416M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PRISM ADVISORS, INC.

2 registered advisors
Mcginnis Andrew Mccoy
STUDIO CITY, California
Stacey Kiyomi Snow
STUDIO CITY, California
CFP
05

Office Locations

STUDIO CITY, California
2 advisors

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Data sourced from SEC Form ADV filings. PRISM ADVISORS, INC. (CRD# 286474) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.