PRISM ADVISORY GROUP, LLC
SEC file number 801-70938
· NEWTOWN, PA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$184.4M
Discretionary AUM
$38.3M
Employees
6
Clients
1
Firm
- Address
- 4 CAUFIELD PLACE
NEWTOWN, PA 18940 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- SB Advisory Partners LLC Medium name-match confidence · CIK 2101329 · NY
- MLG Advisory Fund LLC Medium name-match confidence · CIK 2085740 · WI
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MLG Advisory Fund LLC · D/A · Mar 9, 2026
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SB Advisory Partners LLC · D · Feb 19, 2026$8M
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MLG Advisory Fund LLC · D · Sep 11, 2025