PRISM ADVISORS INC
Q2 2025 Form 13-F

STUDIO CITY, CALIFORNIA
$351.2M Reported Value Total

PRISM ADVISORS, INC. reports 697 total accounts under management (AUM). There are 630 discretionary accounts valued at $447,444,162, and 67 non-discretionary accounts valued at $14,586,691.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.

Prism Advisors, Inc. Form 13-F reported portfolio values from Q1 2018 to Q2 2025

Portfolio value (does not include cash or treasury holdings).

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