13710 Fnb Parkway, Suite 205
Omaha, Nebraska 68154
Tel: 402-493-9875
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 $3,393,279,476 assets under management, offering retirement planning & investment advisory services to 264 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 106457 |
SEC# | 801-43337 |
Assets Managed by Firm | $3,393,279,476 |
No. of Clients | 264 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 264 | $3,393,279,476 |
Individuals (other than high net worth individuals) | 31 | $13,533,795 |
High net worth individuals | 50 | $417,010,773 |
Pension and profit sharing plans | $59,202,893 | |
Charitable organizations | 21 | $2,773,784,035 |
Corporations or other businesses | Fewer than 5 clients | $19,904,671 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,283,016,878 | 176366 | 326 | |
$38,163,842,160 | 200228 | 3748 | |
$23,108,472,280 | 1823 | 50 | |
$19,943,561,186 | 96956 | 1111 | |
$8,534,798,484 | 35218 | 592 |
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