Overview
Assets Under Management: $302 million
Headquarters: LAKE BLUFF, IL
High-Net-Worth Clients: 149
Average Client Assets: $1.6 million
Frequently Asked Questions
PRAIRIE SKY FINANCIAL GROUP 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 #171672), PRAIRIE SKY FINANCIAL GROUP is subject to fiduciary duty under federal law.
PRAIRIE SKY FINANCIAL GROUP is headquartered in LAKE BLUFF, IL.
PRAIRIE SKY FINANCIAL GROUP serves 149 high-net-worth clients according to their SEC filing dated August 20, 2025. View client details ↓
According to their SEC Form ADV, PRAIRIE SKY FINANCIAL GROUP offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
PRAIRIE SKY FINANCIAL GROUP manages $302 million in client assets according to their SEC filing dated August 20, 2025.
According to their SEC Form ADV, PRAIRIE SKY FINANCIAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 149
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.12%
Average Client Assets: $1.6 million
Total Client Accounts: 704
Discretionary Accounts: 677
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 171672
Filing ID: 2010671
Last Filing Date: 2025-08-20 09:45:00