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Brett Philip Holcomb

PROSPECT PARTNERS ADVISORS LLC·CHICAGO, Illinois
Clean recordPROSPECT PARTNERS ADVISORS LLC
227 WEST MONROE STREET, CHICAGO, IL 60606CRD# 7466872Firm CRD# 317720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Philip Holcomb · CHICAGO, IL
Registration
CRD #7466872 · PROSPECT PARTNERS ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brett Philip Holcomb is a registered financial advisor based in CHICAGO, Illinois, affiliated with PROSPECT PARTNERS ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PROSPECT PARTNERS ADVISORS LLC
PROSPECT PARTNERS ADVISORS LLC
AUM
$425M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at PROSPECT PARTNERS ADVISORS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: EXPENSE REIMBURSEMENT
Regulatory
SEC/IARD CRD# 7466872
Firm CRD# 317720
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brett Philip Holcomb offer?
Brett Philip Holcomb specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Brett Philip Holcomb's credentials?
Brett Philip Holcomb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Philip Holcomb located?
Brett Philip Holcomb is based in CHICAGO, Illinois, working with PROSPECT PARTNERS ADVISORS LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Brett Philip Holcomb charge for services?
Brett Philip Holcomb's firm is compensated through percentage of aum, performance-based fees, other: expense reimbursement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROSPECT PARTNERS ADVISORS LLC?
PROSPECT PARTNERS ADVISORS LLC has approximately 12 employees and manages $425M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PROSPECT PARTNERS ADVISORS LLC

Bradley Curtis Odell
CHICAGO, IL
Erik Edmund Maurer
CHICAGO, IL
Richard Carl Tuttle
CHICAGO, IL
William V. Glastris
CHICAGO, IL
Louis William Kenter
CHICAGO, IL

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Research
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