Prism Financial Strategies, Llc
Englewood, Colorado
Prism Financial Strategies, LLC is a local investment advisory firm based out of Englewood, CO, with one office. With a team of eight dedicated professionals, five of whom specialize in providing investment advisory services, Prism Financial Strategies has established itself as a trusted partner in managing clients' financial assets. Leveraging their extensive expertise, they oversee an impressive average of approximately $39,180,000 in assets under management per investment advisor. The firm's compensation structure is designed to accommodate diverse client needs and includes various options such as a percentage of assets under ...
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Assets Under Mgmt

$195.9M

Investment Professionals

5

Locations

0

% 401K & Individual

28%

% Discretionary

89%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Other: CONSULTING
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