Prism Capital Management
Financial Services • 
1912 S Burlington Blvd, Suite A, United States • 1-10 Employees
Company overview
| Headquarters | 1912 S Burlington Blvd, Suite A, Burlington, Washington 98233, US |
| Phone number | +13604196063 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Investment Planning, Business Succession, Retirement Planning, Fiduciary, Estate Planning, Portfolio Management, Charitable Giving, Divorce Support, Investment Advisement, 401K Services |
| Founded | 2005 |
| Employees | 1-10 |
| Socials |
Key Contact at Prism Capital Management
Dieter Drews
Investment Advisor | Financial Advisor | Founder & CEO
About Prism Capital Management
Prism Capital Management, LLC stands out as a boutique independent advisory firm. We are free to recommend the best financial products to help you meet your goals. We can devote the time needed to properly research and monitor your investments. To meet that end Prism Capital Management, LLC espouses broad diversification through selective application of efficient marketplace investment choices. Our clients are treated as unique individuals with specific needs and goals and we provide customized approach and exceptional and high quality customer service. Based in Mount Vernon, Washington, Prism Capital Management LLC practices investment management by combining the judgment to understand people with the mathematics of asset allocation. Advice you receive is steeped in tested academic principles and economic research which are applied by our firm in implementing your portfolio strategy. At Prism Capital Management, we are dedicated to serving all those in need of the financial services provided by our firm. However, our services should be engaged for those interested in a long term relationship. Therefore, we are equally as selective in choosing the right relationship as we expect our clients to be in working with us. .
Prism Capital Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Prism Capital Management has never raised funding before.
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Frequently asked questions
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