PRISM PLANNING PARTNERS, LLC
Doing business as PRISM PLANNING PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$241,542,869
Discretionary
$241,542,869
Non-discretionary
$0
Firm details
- CRD number
- 290485
- SEC file number
- 801-123514
- Main office
- LIBERTYVILLE, IL, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.