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| Prairie Sky Financial Group LLC
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| |
|---|---|
| CRD # | 171672 |
| SEC # | 801-79948 |
| CIK # | 0001985274 |
| AUM | $275.6 MM (2024-07-09) |
| Employees | 6 (50% Investors, 100% Brokers) |
| Phone | 847-512-8820 |
| Address | 2205 Enterprise Drive Westchester, IL 60154 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 23.6 | |
| ABBV | 269,466.6 | 13.3 | |
| AMZN | 1,092,997.8 | 9.3 | |
| LLY | 301,789.7 | 7.9 | |
| ABT | 187,298.3 | 7.8 | |
| MSFT | 1,918,222.4 | 7.1 | |
| GOOG | 1,482,566.4 | 5.6 | |
| WM | 61,816.0 | 1.5 | |
| MRK | 232,371.9 | 1.4 | |
| JPM | 340,169.2 | 1.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 52.7 |
| (b) Individuals (high net worth individuals) | 170 | 201.8 |
| (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 | 5 | 6.1 |
| (h) Charitable organizations | 1 | 15.0 |
| (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 | 811 | 275.6 |
| By Discretionary | ||
| Discretionary | 777 | 269.4 |
| Non-Discretionary | 34 | 6.2 |
| Total | 811 | 275.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 275.6 | |
| Total | 811 | 275.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001985274] |
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