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Building 2PRISM PLANNING PARTNERS

Map pinLIBERTYVILLE, IL
Phone(847) 250-9870
NotebookSEC #801-123514
Total AUM
$241.5M
Employees
4
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
321 S. MILWAUKEE AVENUE
LIBERTYVILLE
IL 60048
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(847) 250-9870
Other Offices
1

ReceiptFinancials

Total AUM
$241.5M
Accounts
482
Discretionary
$241.5M
Accounts
482
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
96
AUM
$19.8M
HNW Individual Clients
55
AUM
$221.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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