PRISM ADVISORY GROUP, LLC
CRD #152555 SEC #801-70938 NEWTOWN, PA 215-579-0966
SEC Registered Private Funds
Total AUM
$184.4M
Discretionary
$38.3M
Employees
6
Clients
101
Accounts
553
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $184.4M | $38.3M | $146.1M | 6 | 1 |
| Jun 2020 | $175.4M | $40.9M | $134.5M | 6 | 2 |
| Mar 2020 | $175.4M | $40.9M | $134.5M | 6 | 2 |
| Mar 2019 | $153.2M | $31M | $122.2M | 6 | 0 |
| Oct 2018 | $173.3M | $27.8M | $145.5M | 6 | 0 |
| Mar 2018 | $173.3M | $27.8M | $145.5M | 6 | 0 |
| Mar 2017 | $145.9M | $24.3M | $121.6M | 6 | 26 |
| Apr 2016 | $132.4M | $19.7M | $112.7M | 6 | 26 |
| Mar 2016 | $132.4M | $19.7M | $112.7M | 6 | 26 |
| Jan 2015 | $142.1M | $24.9M | $117.2M | 4 | 100 |
| Sep 2014 | $139.4M | $14.4M | $125M | 4 | 100 |
| Mar 2014 | $139.4M | $14.4M | $125M | 4 | 100 |
| Jul 2013 | $180.6M | $0 | $180.6M | 4 | 100 |
| Mar 2013 | $180.6M | $0 | $180.6M | 4 | 100 |
| Mar 2012 | $173M | $0 | $173M | 1 | 101 |
| Apr 2011 | $151.8M | $0 | $151.8M | 5 | -- |
| Apr 2010 | $115.3M | $0 | $115.3M | 5 | -- |
| Mar 2010 | $115.3M | $0 | $115.3M | 5 | -- |
DateMar 2021
Total AUM$184.4M
Discretionary$38.3M
Non-Disc.$146.1M
Employees6
Clients1
DateJun 2020
Total AUM$175.4M
Discretionary$40.9M
Non-Disc.$134.5M
Employees6
Clients2
DateMar 2020
Total AUM$175.4M
Discretionary$40.9M
Non-Disc.$134.5M
Employees6
Clients2
DateMar 2019
Total AUM$153.2M
Discretionary$31M
Non-Disc.$122.2M
Employees6
Clients0
DateOct 2018
Total AUM$173.3M
Discretionary$27.8M
Non-Disc.$145.5M
Employees6
Clients0
DateMar 2018
Total AUM$173.3M
Discretionary$27.8M
Non-Disc.$145.5M
Employees6
Clients0
DateMar 2017
Total AUM$145.9M
Discretionary$24.3M
Non-Disc.$121.6M
Employees6
Clients26
DateApr 2016
Total AUM$132.4M
Discretionary$19.7M
Non-Disc.$112.7M
Employees6
Clients26
DateMar 2016
Total AUM$132.4M
Discretionary$19.7M
Non-Disc.$112.7M
Employees6
Clients26
DateJan 2015
Total AUM$142.1M
Discretionary$24.9M
Non-Disc.$117.2M
Employees4
Clients100
DateSep 2014
Total AUM$139.4M
Discretionary$14.4M
Non-Disc.$125M
Employees4
Clients100
DateMar 2014
Total AUM$139.4M
Discretionary$14.4M
Non-Disc.$125M
Employees4
Clients100
DateJul 2013
Total AUM$180.6M
Discretionary$0
Non-Disc.$180.6M
Employees4
Clients100
DateMar 2013
Total AUM$180.6M
Discretionary$0
Non-Disc.$180.6M
Employees4
Clients100
DateMar 2012
Total AUM$173M
Discretionary$0
Non-Disc.$173M
Employees1
Clients101
DateApr 2011
Total AUM$151.8M
Discretionary$0
Non-Disc.$151.8M
Employees5
Clients--
DateApr 2010
Total AUM$115.3M
Discretionary$0
Non-Disc.$115.3M
Employees5
Clients--
DateMar 2010
Total AUM$115.3M
Discretionary$0
Non-Disc.$115.3M
Employees5
Clients--