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PRISM ADVISORY GROUP, LLC
PRISM ADVISORY GROUP, LLC
NEWTOWN, Pennsylvania
·
2 registered advisors
·
CRD# 152555
SEC# 801-70938
0
215-579-0966
01
Firm Overview
AUM
$184M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PRISM ADVISORY GROUP, LLC
2 registered advisors
Richard Victor Simkus
NEWTOWN, Pennsylvania
CRD# 1269936
Robert Joseph Savino
NEWTOWN, Pennsylvania
CRD# 1300981
05
Office Locations
NEWTOWN, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. PRISM ADVISORY GROUP, LLC (CRD# 152555) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.