Overview
Assets Under Management: $302 million
Headquarters: LAKE BLUFF, IL
High-Net-Worth Clients: 149
Average Client Assets: $2 million
Frequently Asked Questions
PRAIRIE SKY FINANCIAL 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 #171672), PRAIRIE SKY FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
PRAIRIE SKY FINANCIAL GROUP, LLC is headquartered in LAKE BLUFF, IL.
PRAIRIE SKY FINANCIAL GROUP, LLC serves 149 high-net-worth clients according to their SEC filing dated January 21, 2025. View client details ↓
According to their SEC Form ADV, PRAIRIE SKY FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
PRAIRIE SKY FINANCIAL GROUP, LLC manages $302 million in client assets according to their SEC filing dated January 21, 2025.
According to their SEC Form ADV, PRAIRIE SKY FINANCIAL GROUP, LLC 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 High-Net-Worth Client Assets: $2 million
Total Client Accounts: 704
Discretionary Accounts: 677
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 171672
Last Filing Date: 2025-01-21 00:00:00
Website: https://oysterllc.com