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- Custodian
- ADP · Ascensus · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon beacon
- Established Date
- 01-16-2003
- Office Locations
- 1
Office Locations
About Prism Fund Solutions, Inc.
Prism Fund Solutions, Inc. is a Florida state-registered, fee-based fiduciary investment adviser (founded 2002) providing guidance, oversight, and risk-management support for retirement plan fiduciaries/committees and plan participants, alongside individuals and families planning for retirement. The firm emphasizes documented fiduciary processes, plan performance and design, and uses software-driven analytics to deliver decision-level insight; portfolios commonly utilize ETFs and low-cost strategies.
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DAN GARLAND EDWARDS
--
- CRD
- #2524892
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,265,066 | -- |
| Non-Discretionary | $38,009,425 | -- |
| Total | $42,274,491 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,274,491
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $181,533,756 | 10.1% |
| U.S. Government/Agency | $745,906,026 | 41.5% |
| Cash | $869,924,135 | 48.4% |
| Total | $1,797,363,917 | 100.0% |