RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 14, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
SNOW, STACEY, KIYOMIICHIEF COMPLIANCE OFFICERNA Control
Aquino, Amy, LouiseISECRETARYD Control
Aquino, Amy, LouiseISECRETARYD Control
Aquino, Amy, LouiseISECRETARYD Control
Aquino, Amy, LouiseISECRETARYD Control
Aquino, Amy, LouiseISECRETARYD Control
Aquino, Amy, LouiseISECRETARYD Control
Aquino, Amy, LouiseISECRETARYD Control
Aquino, Amy, LouiseISECRETARYD Control
Aquino, Amy, LouiseISECRETARYD Control
Aquino, Amy, LouiseISECRETARYD Control
Aquino, Amy, LouiseISECRETARYD Control
Aquino, Amy, LouiseISECRETARYD Control
Aquino, Amy, LouiseISECRETARYD Control
Aquino, Amy, LouiseISECRETARYD Control
Aquino, Amy, LouiseISECRETARYD Control
Aquino, Amy, LouiseISECRETARYD Control
Aquino, Amy, LouiseISECRETARYD Control
Aquino, Amy, LouiseISECRETARYD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control
MCCOY, MCGINNIS, ANDREWIPRESIDENTD Control

Registrations

Federal

IA
Mar 14, 2025 REGISTERED

Notice Filings (11)

CA DE FL IL LA MA MD NH NY TX VA

Address

4361 TUJUNGA AVENUE
SUITE A
STUDIO CITY, CA 91604
United States
Phone: 818-760-3333