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PROSPECT PARTNERS ADVISORS LLC

227 West Monroe Street
Suite 3550
Chicago, Illinois 60606
Tel: (312) 782-7400

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About PROSPECT PARTNERS ADVISORS LLC

PROSPECT PARTNERS ADVISORS LLC, formally registered with the SEC as PROSPECT PARTNERS ADVISORS LLC. The firm was established in 05/02/2022. They have over 1 offices throughout the country.

PROSPECT PARTNERS ADVISORS LLC is a Chicago, Illinois based Financial Planning firm with nearly $425,000,000 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#317720
SEC#801-124852
Assets Managed by Firm$425,000,000
No. of Clients3
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (EXPENSE REIMBURSEMENT)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total3$425,000,000

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