AdFi
PA

Prism Advisors, Inc.

SEC Registered
Assets Under Management
$500M–$1B
Office Locations
1 office
Total Accounts
720

About the firm

PRISM Advisors, Inc. is a registered investment adviser located in Los Angeles, California. The firm's website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Areas of expertise

Registered Investment AdviserInvestment Advisory

Services

Investment advisory services

Leadership

Mcginnis Andrew Mccoy
PRESIDENT
Amy Louise Aquino
SECRETARY
Stacey Kiyomi Snow
CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
CA
Studio CityHQ

Advisors at this firm

5 advisors in the directory

Regulatory & compliance

CRD number
#286474
SEC Number
801-110196
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee

Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Prism Advisors, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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