PRAIRIEVIEW WEALTH & TAX ADVISORS

28 W Nebraska St
Frankfort, Illinois 60423
Tel: 708-326-4750

About PRAIRIEVIEW WEALTH & TAX ADVISORS

PRAIRIEVIEW WEALTH & TAX ADVISORS, formally registered with the SEC as PRAIRIEVIEW WEALTH & TAX ADVISORS. The firm was established in 09/29/2023. They have over 3 offices throughout the country.

PRAIRIEVIEW WEALTH & TAX ADVISORS is a Frankfort, Illinois based Financial Planning firm with nearly $163,727,198 assets under management, offering retirement planning & investment advisory services to 778 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327974
SEC#	801-128680
Assets Managed by Firm	$163,727,198
No. of Clients	778
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	778	$163,727,198
Individuals (other than high net worth individuals)	215	$79,245,890
High net worth individuals	52	$84,227,372
Corporations or other businesses	2	$253,936

More Retirement Planning firms in Frankfort, Illinois:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Frankfort, Illinois

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.