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PRISM PLANNING AND SOLUTIONS GROUP
PPSGRP LLC
CRD 340003 · SEC 801-135208
777 WESTCHESTER AVE., SUITE 101, WHITE PLAINS, NY, 10604, United States
Phone
(914) 831-3050
Fax
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Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$0
Discretionary AUM
$0
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
States served
CA, NJ, NY, UT, CT, FL
All web addresses on file
Official SEC filing: View on IAPD