PRODIGY ASSET MANAGEMENT LLC

13710 Fnb Parkway, Suite 205
Omaha, Nebraska 68154
Tel: 402-493-9875

About PRODIGY ASSET MANAGEMENT LLC

PRODIGY ASSET MANAGEMENT LLC, formally registered with the SEC as PRODIGY ASSET MANAGEMENT LLC. The firm was established in 01/25/1993. They have over 1 offices throughout the country.

PRODIGY ASSET MANAGEMENT LLC is a Omaha, Nebraska based Financial Planning firm with nearly $3,360,649,795 assets under management, offering retirement planning & investment advisory services to 201 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106457
SEC#	801-43337
Assets Managed by Firm	$3,360,649,795
No. of Clients	201
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	201	$3,360,649,795
Individuals (other than high net worth individuals)	28	$12,813,010
High net worth individuals	31	$253,434,448
Pension and profit sharing plans	Fewer than 5 clients	$60,820,717
Charitable organizations	20	$2,892,424,419
Corporations or other businesses	Fewer than 5 clients	$23,186,312

More Retirement Planning firms in Omaha, Nebraska:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	$6,237,040,948	4052	37
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37

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