DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > illinois > libertyville
PRISM PLANNING PARTNERS
Tel: (847) 250-9870
321 S. Milwaukee Avenue Libertyville, Illinois 60048
PRISM PLANNING PARTNERS
PRISM PLANNING PARTNERS is a Libertyville, Illinois based financial advisory firm with nearly $163,913,102 in assets under management and provides investment advisory services for 292 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
290485
SEC#:
801-123514
No. of Clients:
292
Assets under Management
$163,913,102
No. of Advisors:
3
More Financial Advisory Firms in Libertyville, Illinois
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | 674 |
| INVESCO CAPITAL MANAGEMENT LLC | 125601 | 220 |
| ENVESTNET PMC | 111694 | 415 |
| BALYASNY ASSET MANAGEMENT L.P. | 138111 | 1857 |
| NUVEEN ASSET MANAGEMENT, LLC | 155584 | 397 |
| LGIM AMERICA | 149156 | 286 |
More Firms in Libertyville, Illinois >>