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Prism Financial Group, L.L.C.
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Overland Park, Kansas
$801.8 million AUM
1 office

Prism Financial Group, L.L.C. is based in Overland Park, Kansas and has $801.8 million in assets under management.

Location
7101 College Boulevard Suite 900
Overland Park, KS 66210
Contact
$801.8 million
AUM
9
Employees
AUM Share
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$801,823,218
Assets under management
1,831 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 303 $81,866,699 10% $270,187
High net worth individuals 186 $539,769,151 67% $2,901,985
Pension and profit sharing plans 38 $155,969,469 19% $4,104,460
Charitable organizations 5 $6,285,557 1% $1,257,111
Other corporations or businesses 34 $17,932,342 2% $527,422
Employees Share
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9
Employees
4
Investment analysts
44% of total employees
AUM per employee Share
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$801,823,218
Assets under management
$89,091,469
AUM per employee
$200,455,804
AUM per investment analyst
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Compensation

Prism Financial Group, L.L.C. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Prism Financial Group, L.L.C. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
Firm data Share
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CRD number 112,315
SEC number 801-61646
Legal structure Limited Liability Company
Legal governance Kansas, United States
Latest ADV filing date March 10, 2020

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