# PRISM PLANNING AND SOLUTIONS GROUP

PRISM PLANNING AND SOLUTIONS GROUP is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 340003
- **SEC file number:** 801-135208
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340003

## About

PRISM PLANNING AND SOLUTIONS GROUP is an SEC-registered investment adviser in WHITE PLAINS, NY, registered since 2026. The firm employs 5 employees and 3 investment advisers. It is headquartered in New York.

## Questions

### Who runs investment decisions at PRISM PLANNING AND SOLUTIONS GROUP?

No named principals or investment decision-makers are publicly identified for PRISM PLANNING AND SOLUTIONS GROUP. The firm's leadership structure is not disclosed in available sources.

### How does PRISM PLANNING AND SOLUTIONS GROUP source proprietary deal flow?

PRISM PLANNING AND SOLUTIONS GROUP has not disclosed any proprietary deal flow mechanisms. No sourcing strategy or network affiliations are documented in public records.

### What investment stages does PRISM PLANNING AND SOLUTIONS GROUP typically target?

PRISM PLANNING AND SOLUTIONS GROUP has not disclosed any targeted investment stages. No public records indicate venture, growth, buyout, or public market activity.

### Which sectors does PRISM PLANNING AND SOLUTIONS GROUP explicitly avoid?

PRISM PLANNING AND SOLUTIONS GROUP has not disclosed any sector exclusions. Its investment universe, if any, is not publicly defined.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/prism-planning-and-solutions-group

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