Prism Funds LLC
Legal Name: PRISM FUNDS, LLC
Full Contact Details
Prism Funds LLC
4 CAUFIELD PLACE, SUITE 102, NEWTOWN, PA
215-579-0966
609-964-1733
Other Info
Prism Funds LLC, a DE Limited Liability Company, has been in the financial industry since 2008 and currently employs one advisor. While the total client count is unknown, the firm's SEC status is approved, ensuring that it adheres to regulations and standards set by the agency.
Direct Owners
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PRISM ADVISORY GROUP, LLC
MEMBER owns more than 50% but less than 75%
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RICHARD VICTOR SIMKUS
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
Indirect Owners
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ROBERT JOSEPH SAVINO
MEMBER owns more than 50% but less than 75%
Custodians
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BANK OF AMERICA
United States -
BANK OF AMERICA
United States -
CHARLES SCHWAB & CO., INC.
United States -
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
United States