75 E Scranton Avenue
2nd Floor
Lake Bluff, Illinois 60044-2529
Tel: 847-512-8820
PRAIRIE SKY FINANCIAL GROUP, formally registered with the SEC as PRAIRIE SKY FINANCIAL GROUP. The firm was established in 06/30/2014. They have over 2 offices throughout the country.
PRAIRIE SKY FINANCIAL GROUP is a Lake Bluff, Illinois based Financial Planning firm with nearly $302,103,075 assets under management, offering retirement planning & investment advisory services to 704 clients. The firm is staffed with 5 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171672 |
| SEC# | 801-79948 |
| Assets Managed by Firm | $302,103,075 |
| No. of Clients | 704 |
| No. of Advisors | 5 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 704 | $302,103,075 |
| Individuals (other than high net worth individuals) | 163 | $39,568,079 |
| High net worth individuals | 149 | $239,034,315 |
| Pension and profit sharing plans | 5 | $6,347,553 |
| Charitable organizations | 1 | $17,153,128 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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