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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