PRISM ADVISORS, INC.
CRD #286474 SEC #801-110196 STUDIO CITY, CA 818-760-3333
SEC Registered
Total AUM
$462M
Discretionary
$447.4M
Employees
5
Clients
51
Accounts
697
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $462M | $447.4M | $14.6M | 5 | 0 |
| Jul 2024 | $415.9M | $412.1M | $3.9M | 5 | 0 |
| Jul 2024 | $415.9M | $412.1M | $3.9M | 5 | 0 |
| Apr 2024 | $415.9M | $412.1M | $3.9M | 5 | 0 |
| Mar 2024 | $415.9M | $412.1M | $3.9M | 5 | 0 |
| Nov 2023 | $370.8M | $363M | $7.7M | 5 | 0 |
| Mar 2023 | $370.8M | $363M | $7.7M | 5 | 0 |
| Mar 2022 | $418.2M | $409.3M | $8.9M | 5 | 0 |
| Feb 2021 | $368M | $361.6M | $6.5M | 6 | 0 |
| May 2020 | $353.1M | $352.3M | $724.8K | 5 | 0 |
| Feb 2020 | $353.1M | $352.3M | $724.8K | 5 | 0 |
| Feb 2019 | $311.5M | $305.9M | $5.6M | 5 | 0 |
| Sep 2018 | $305.5M | $305.5M | $0 | 5 | 0 |
| Feb 2018 | $305.5M | $305.5M | $0 | 5 | 0 |
| Nov 2017 | $301M | $301M | $0 | 4 | 0 |
| Jun 2017 | $200.4M | $200.2M | $200K | 4 | 0 |
| Mar 2017 | $0 | $0 | $0 | 4 | 0 |
| Mar 2017 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$462M
Discretionary$447.4M
Non-Disc.$14.6M
Employees5
Clients0
DateJul 2024
Total AUM$415.9M
Discretionary$412.1M
Non-Disc.$3.9M
Employees5
Clients0
DateJul 2024
Total AUM$415.9M
Discretionary$412.1M
Non-Disc.$3.9M
Employees5
Clients0
DateApr 2024
Total AUM$415.9M
Discretionary$412.1M
Non-Disc.$3.9M
Employees5
Clients0
DateMar 2024
Total AUM$415.9M
Discretionary$412.1M
Non-Disc.$3.9M
Employees5
Clients0
DateNov 2023
Total AUM$370.8M
Discretionary$363M
Non-Disc.$7.7M
Employees5
Clients0
DateMar 2023
Total AUM$370.8M
Discretionary$363M
Non-Disc.$7.7M
Employees5
Clients0
DateMar 2022
Total AUM$418.2M
Discretionary$409.3M
Non-Disc.$8.9M
Employees5
Clients0
DateFeb 2021
Total AUM$368M
Discretionary$361.6M
Non-Disc.$6.5M
Employees6
Clients0
DateMay 2020
Total AUM$353.1M
Discretionary$352.3M
Non-Disc.$724.8K
Employees5
Clients0
DateFeb 2020
Total AUM$353.1M
Discretionary$352.3M
Non-Disc.$724.8K
Employees5
Clients0
DateFeb 2019
Total AUM$311.5M
Discretionary$305.9M
Non-Disc.$5.6M
Employees5
Clients0
DateSep 2018
Total AUM$305.5M
Discretionary$305.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$305.5M
Discretionary$305.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2017
Total AUM$301M
Discretionary$301M
Non-Disc.$0
Employees4
Clients0
DateJun 2017
Total AUM$200.4M
Discretionary$200.2M
Non-Disc.$200K
Employees4
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0