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 $163,913,102 assets under management, offering retirement planning & investment advisory services to 292 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	$163,913,102
No. of Clients	292
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	292	$163,913,102
Individuals (other than high net worth individuals)	56	$12,278,770
High net worth individuals	37	$151,634,332

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