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Building 2PRAIRIE SKY FINANCIAL GROUP

Map pinLAKE BLUFF, IL
Phone847-512-8820
NotebookSEC #801-79948
Total AUM
$302.1M
Employees
5
Clients
318

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 E SCRANTON AVENUE
2ND FLOOR
LAKE BLUFF
IL 60044-2529
United States
Operating Hours
8:00 AM - 4 PM
Monday - Friday
Phone
847-512-8820
Other Offices
1

ReceiptFinancials

Total AUM
$302.1M
Accounts
704
Discretionary
$296.9M
Accounts
677
Non-Discretionary
$5.2M
Accounts
27

ContactClients

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Individual Clients
163
AUM
$39.6M
HNW Individual Clients
149
AUM
$239M
Pension/Profit Sharing Plan Clients
5
AUM
$6.3M
Charitable Organization Clients
1
AUM
$17.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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