PPSGRP LLC
Doing business as PRISM PLANNING AND SOLUTIONS GROUP. SEC Form ADV profile.
Total regulatory AUM
$157,013,593
Discretionary
$21,951,137
Non-discretionary
$135,062,456
Firm details
- CRD number
- 340003
- SEC file number
- 801-135208
- Main office
- WHITE PLAINS, NY, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://www.ppsgrp.com
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.