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PRODIGY ASSET MANAGEMENT LLC

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

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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 StatusApproved
Firm CRD#106457
SEC#801-43337
Assets Managed by Firm$3,360,649,795
No. of Clients201
No. of Advisors9

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 ClientsAUM
Firm Total201$3,360,649,795
Individuals (other than high net worth individuals)28$12,813,010
High net worth individuals31$253,434,448
Pension and profit sharing plansFewer than 5 clients$60,820,717
Charitable organizations20$2,892,424,419
Corporations or other businessesFewer than 5 clients$23,186,312

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