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| Prairie Sky Financial Group LLC
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|
|---|---|
| CRD # | 171672 |
| SEC # | 801-79948 |
| CIK # | |
| AUM | $232.9 MM (2023-03-24) |
| Employees | 6 (50% Investors, 100% Brokers) |
| Phone | 847-512-8820 |
| Address | 2205 Enterprise Drive Westchester, IL 60154 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 203 | 44.4 |
| (b) Individuals (high net worth individuals) | 176 | 168.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 7.0 |
| (h) Charitable organizations | 1 | 12.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 689 | 232.9 |
| By Discretionary | ||
| Discretionary | 666 | 227.8 |
| Non-Discretionary | 23 | 5.0 |
| Total | 689 | 232.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.9 | |
| Total | 689 | 232.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Beacon Financial Planning Inc
✚
|
MA | 0.2 |
|
Cordant Inc
✚
|
OR | 0.2 |
|
TULL Financial Group Inc
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|
VA | 0.2 |
|
Prudent Investors Network Inc
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|
CA | 0.2 |
|
Hurley Financial Group Inc
✚
|
OR | 0.2 |
|
Pillar Financial Advisors LLC
✚
|
KY | 0.2 |
|
Law & Associates Inc
✚
|
MD | 0.2 |
|
Pathways Advisory Group Inc
✚
|
CA | 0.2 |
|
Taylor & Morgan Wealth Management LLC
✚
|
MI | 0.2 |
|
Landing Point Financial Group LLC
✚
|
OH | 0.2 |