PRISM FINANCIAL STRATEGIES, LLC
CRD #289033 SEC #801-118925 ENGLEWOOD, CO 720-458-6841
SEC Registered
Total AUM
$195.9M
Discretionary
$173.8M
Employees
8
Clients
251
Accounts
738
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2023 | $195.9M | $173.8M | $22.1M | 8 | 0 |
| Oct 2022 | $227.4M | $196.5M | $30.9M | 8 | 0 |
| Jan 2022 | $227.4M | $196.5M | $30.9M | 8 | 0 |
| Oct 2021 | $315.8M | $158.8M | $157M | 7 | 0 |
| Feb 2021 | $315.8M | $158.8M | $157M | 7 | 0 |
| Nov 2020 | $318.1M | $165.5M | $152.5M | 6 | 0 |
| Jun 2020 | $318.1M | $165.5M | $152.5M | 6 | 0 |
| May 2020 | $318.1M | $165.5M | $152.5M | 6 | 0 |
| Jan 2018 | $20.6M | $17M | $3.7M | 4 | 0 |
| Jan 2018 | $20.6M | $17M | $3.7M | 4 | 0 |
| Dec 2017 | $20.6M | $17M | $3.7M | 4 | 0 |
| Jul 2017 | $0 | $0 | $0 | 4 | 0 |
DateFeb 2023
Total AUM$195.9M
Discretionary$173.8M
Non-Disc.$22.1M
Employees8
Clients0
DateOct 2022
Total AUM$227.4M
Discretionary$196.5M
Non-Disc.$30.9M
Employees8
Clients0
DateJan 2022
Total AUM$227.4M
Discretionary$196.5M
Non-Disc.$30.9M
Employees8
Clients0
DateOct 2021
Total AUM$315.8M
Discretionary$158.8M
Non-Disc.$157M
Employees7
Clients0
DateFeb 2021
Total AUM$315.8M
Discretionary$158.8M
Non-Disc.$157M
Employees7
Clients0
DateNov 2020
Total AUM$318.1M
Discretionary$165.5M
Non-Disc.$152.5M
Employees6
Clients0
DateJun 2020
Total AUM$318.1M
Discretionary$165.5M
Non-Disc.$152.5M
Employees6
Clients0
DateMay 2020
Total AUM$318.1M
Discretionary$165.5M
Non-Disc.$152.5M
Employees6
Clients0
DateJan 2018
Total AUM$20.6M
Discretionary$17M
Non-Disc.$3.7M
Employees4
Clients0
DateJan 2018
Total AUM$20.6M
Discretionary$17M
Non-Disc.$3.7M
Employees4
Clients0
DateDec 2017
Total AUM$20.6M
Discretionary$17M
Non-Disc.$3.7M
Employees4
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0