$30.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
52 ADV. Clients
17 yrs Firm Age
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- Custodian
- Merrill Lynch
- Clients
- Retail
- Platforms
- Delta elementBridge +more
- Established Date
- 10-22-2008
- Office Locations
- 2
Office Locations
-- Philadelphia PA
-- Wallingford PA
About Prism Financial Group, LLC
Prism Financial is a Philadelphia-based wealth planning firm providing comprehensive wealth strategy, college planning, retirement and risk management support for individuals, families, and business owners across life stages. The team brings 100+ years of combined experience and commonly implements portfolios with mutual funds and ETFs, emphasizing asset allocation and risk management. Custody includes Merrill Lynch.
Team overview
57 AVG AGE
$15.4M AVG AUM / ADVISOR
$590.7K AVG AUM / CLIENT
11.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Radial Eagle North value Ember prime
Client Personas
Atlas momentum Atlas
Custodian
Legacy Momentum Atlas signal Ember Crest quantum Wave Eagle
Investment Themes
Prime frontier Glacier timber Pioneer crest
Investment Vehicles
Matrix Oak signal
Services
Prime zenith Legacy horizon Prime atlas Insight timber Summit Radial Legacy atlas Delta matrix Ember value Optima optima Value
Technology
Capital legacy Crest focus Frontier Catalyst prime
Owner & Executives
ADAM JOSEPH KAUFER
Financial Advisor, Vice President
- CRD
- #5985449
- Ownership
- 50% but less than 75%
(865) 798-6523
signal.vertex@capitalcapital.com
in linkedin.com/in/foundation-pioneer
MICHAEL WALTER DELOREY
President
- CRD
- #848364
- Ownership
- 25% but less than 50%
(691) 762-5966
north.meridian@harborcapital.com
in linkedin.com/in/oak-vector
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $30,713,885 | $1,905,462 |
| Total | $30,713,885 | $1,905,462 |
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Separately Managed Accounts
Total SMA Asset: $30,713,885
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $7,083,138,143 | 100.0% |
| Total | $7,083,138,143 | 100.0% |