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Prism Planning Partners, LLC

● SEC registered since 2022CRD 290485SEC# 801-123514Libertyville, IL
Export (members)
Reg. AUM
$191.4M
Employees
4
Accounts
382
Location
Libertyville, IL

Prism Planning Partners, LLC assets under management

Prism Planning Partners, LLC is an investment advisory firm registered with the SEC based in Libertyville, IL. The firm has been registered since 2022. It reports $191.4 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/prismplanningpartnersView on SEC.gov ↗

Prism Planning Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Daniel William PetersDirector Of Operations / Owner5-10%2023
Nicole Marie Sullivan ControlChief Compliance Officer, Co-Founder25-50%2017
Ronald A Bernstein ControlManaging Member50-75%2017

Frequently asked questions

How much does Prism Planning Partners, LLC manage?

Prism Planning Partners, LLC reports $191.4 million in regulatory assets under management on its Form ADV.

How many employees does Prism Planning Partners, LLC have?

Prism Planning Partners, LLC reports 4 employees.

Where is Prism Planning Partners, LLC located?

Prism Planning Partners, LLC is based in Libertyville, IL and has been SEC-registered since 2022.

Does Prism Planning Partners, LLC disclose fund performance?

Prism Planning Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address321 S. Milwaukee Avenue, Libertyville, IL 60048
Phone(847) 250-9870
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$191.4M
Non-discretionary$0
Total (RAUM)$191.4M