PRISM FINANCIAL GROUP, L.L.C.

7101 College Blvd. Suite 900
Overland Park, Kansas 66210-1984
Tel: 913-345-1444

About PRISM FINANCIAL GROUP, L.L.C.

PRISM FINANCIAL GROUP, LLC, formally registered with the SEC as PRISM FINANCIAL GROUP, LLC. The firm was established in 12/12/2002. They have over 1 offices throughout the country.

PRISM FINANCIAL GROUP, L.L.C. is a Overland Park, Kansas based Financial Planning firm with nearly $1,698,069,943 assets under management, offering retirement planning & investment advisory services to 2474 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112315
SEC#	801-61646
Assets Managed by Firm	$1,698,069,943
No. of Clients	2474
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2474	$1,698,069,943
Individuals (other than high net worth individuals)	378	$87,572,272
High net worth individuals	318	$1,315,187,936
Pension and profit sharing plans	40	$173,916,491
Charitable organizations	13	$8,689,665
Corporations or other businesses	100	$112,703,579

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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