Overview
Assets Under Management: $288 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 149
Average Client Assets: $1.0 million
Frequently Asked Questions
BLUE PRAIRIE GROUP,LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131802), BLUE PRAIRIE GROUP,LLC is subject to fiduciary duty under federal law.
BLUE PRAIRIE GROUP,LLC is headquartered in CHICAGO, IL.
BLUE PRAIRIE GROUP,LLC serves 149 high-net-worth clients according to their SEC filing dated September 11, 2018. View client details ↓
According to their SEC Form ADV, BLUE PRAIRIE GROUP,LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
BLUE PRAIRIE GROUP,LLC manages $288 million in client assets according to their SEC filing dated September 11, 2018.
According to their SEC Form ADV, BLUE PRAIRIE GROUP,LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 149
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.43%
Average Client Assets: $1.0 million
Total Client Accounts: 575
Discretionary Accounts: 575
Regulatory Filings
CRD Number: 131802
Filing ID: 1240074
Last Filing Date: 2018-09-11 15:03:00