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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SAVINO, ROBERT, JOSEPH | I | MEMBER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIMKUS, RICHARD, VICTOR | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 26, 2021 REGISTERED
Notice Filings (8)
FL NH NJ NY PA TN TX VA
Address
4 CAUFIELD PLACESUITE 102
NEWTOWN, PA 18940
United States
Phone: 215-579-0966