PRISM INVESTMENT MANAGEMENT, INC.

PRISM FINANCIAL CONCEPTS
2 registered advisors·CRD# 159382
SEC# 801-1273090480-661-1236
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at PRISM INVESTMENT MANAGEMENT, INC.

2 registered advisors
David Tyler Heymann
SCOTTSDALE, Arizona
Patricia Ann Lloyd
SCOTTSDALE, Arizona
CFP
05

Office Locations

SCOTTSDALE, Arizona
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. PRISM INVESTMENT MANAGEMENT, INC. (CRD# 159382) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.