PRISM PLANNING PARTNERS
Tel: (847) 250-9870 321 S. Milwaukee Avenue Libertyville, Illinois 60048
About 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
Firm CRD#:
290485
Firm SEC#:
801-123514
Assets Under Management:
$163,913,102
No. of Clients:
292
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
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