LP Directory

3 limited partners found

3 results
Firm Name Type Location AUM Contact
Patrick M. Sweeney & Associates
Wealth Manager Libertyville, United States
About

Patrick M. Sweeney & Associates is a wealth manager based in Libertyville, US. Founded in 2001.

Founded2001
Websitewww.example-site.com
Contacts
a.taylor@assetmgmt.com +1 312 791 8898
Katherine J. Walsh
Head of Investments
p.anderson@investpartners.com
Michael R. Thompson
Managing Director
r.brown@investco.com
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Prism Planning Partners
Wealth Manager Libertyville, United States
About

Prism Planning Partners is a wealth manager based in Libertyville, US. Founded in 2018.

Founded2018
Websitewww.example-site.com
Contacts
b.clark@firmcapital.com +1 212 610 8666
Michael R. Thompson
Managing Director
b.clark@groupholdings.com
Katherine J. Walsh
Head of Investments
t.thomas@investco.com
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Rudwall Wealth Management
Wealth Manager Libertyville, United States
About

Rudwall Wealth Management LLC is an SEC Registered Investment Advisor (RIA). At RWM, we provide wealth and investment advisory services to successful families

Founded2016
Websitewww.example-site.com
Contacts
j.miller@capitalgroup.net +1 310 997 7205
Amanda C. Fitzgerald
VP of Capital Markets
p.anderson@assetmgmt.com
Jennifer L. Santos
Senior Partner
h.robinson@investco.com
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