How does the advisor help clients – Key Takeaways:
Founded in 2005, PRISMA CAPITAL HOLDING LLC serves as a financial advisor to a wide range of clients, including high net worth individuals, corporations, and institutions. With a team of experienced professionals and a comprehensive suite of financial services, PRISMA CAPITAL HOLDING LLC strives to help its clients achieve their financial goals.
Facts and Insights:
As of December 31, 2020, PRISMA CAPITAL HOLDING LLC has $2.5 billion in assets under management, with a team of 25 advisors serving its clients. The company has been in business for over 15 years, providing sound financial advice and guidance to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (as of 12/31/2020) | Number of Advisors | Years in Business |
|---|---|---|
| $2.5 billion | 25 | 15+ |
Financial Services Offered:
PRISMA CAPITAL HOLDING LLC offers a range of financial services to its clients, including portfolio management, investment advisory, retirement planning, and wealth management. The firm’s experienced advisors work closely with each client to develop personalized financial plans based on their unique needs and goals.
Client Types:
PRISMA CAPITAL HOLDING LLC serves a diverse client base, including high net worth individuals, corporations, and institutional investors. The company’s team of financial experts has the knowledge and expertise to assist clients from different backgrounds and industries.
Fees & Compensation:
PRISMA CAPITAL HOLDING LLC charges its clients a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with its clients, as the firm’s compensation is directly tied to the performance of the client’s portfolio.
Background:
Founded in 2005, PRISMA CAPITAL HOLDING LLC is a registered investment advisor headquartered in New York City. The company’s team of experienced professionals has extensive knowledge and expertise in the financial industry, allowing them to provide sound financial advice and support to their clients.
Financial Advisor Disclosures to Know:
PRISMA CAPITAL HOLDING LLC is dedicated to transparency and follows all regulatory guidelines set by governing bodies. The firm has no disclosures on its record, indicating a clean and reputable track record in the financial industry.