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Home > Retirement Planners > illinois > libertyville > PRISM PLANNING PARTNERS
PRISM PLANNING PARTNERS
321 S. Milwaukee Avenue
Libertyville, Illinois 60048
Tel: (847) 250-9870
About PRISM PLANNING PARTNERS
PRISM PLANNING PARTNERS, formally registered with the SEC as PRISM PLANNING PARTNERS. The firm was established in 03/24/2022. They have over 1 offices throughout the country.
PRISM PLANNING PARTNERS is a Libertyville, Illinois based Financial Planning firm with nearly $138,957,911 assets under management, offering retirement planning & investment advisory services to 253 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290485 |
| SEC# | 801-123514 |
| Assets Managed by Firm | $138,957,911 |
| No. of Clients | 253 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 253 | $138,957,911 |
| Individuals (other than high net worth individuals) | 37 | $5,806,943 |
| High net worth individuals | 50 | $133,150,968 |
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