Falists
← Back to search

PRISM PLANNING PARTNERS

PRISM PLANNING PARTNERS, LLC

CRD 290485 · SEC 801-123514

Visit website

321 S. MILWAUKEE AVENUE, LIBERTYVILLE, IL, 60048, United States

Phone

(847) 250-9870

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$241.5M

Discretionary AUM

$241.5M

Team

4 total employees; 4 advisory reps; 13 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals96$19.8M
High net worth individuals55$221.7M

States served

CA, IL, WI, FL

All web addresses on file

Official SEC filing: View on IAPD