PRISM FINANCIAL STRATEGIES, LLC

ENGLEWOOD, Colorado·2 registered advisors·CRD# 289033
SEC# 801-1189250720-458-6841
01

Firm Overview

AUM
$196M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PRISM FINANCIAL STRATEGIES, LLC

2 registered advisors
Eric David Maaske
ENGLEWOOD, Colorado
Jeffrey Gene Engelman
ENGLEWOOD, Colorado
05

Office Locations

ENGLEWOOD, Colorado
2 advisors

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Data sourced from SEC Form ADV filings. PRISM FINANCIAL STRATEGIES, LLC (CRD# 289033) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.