P
$103.6M Total AUM
$103.6M Disc. AUM
-- 3Y CAGR
2 Employees
93 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Matrix element
- Established Date
- 10-29-2014
- Office Locations
- 1
Office Locations
1813 N. Mill St. Suite G Naperville IL
About Prairie Investment Advisors, LLC
Prairie Investment Advisors, LLC is a Naperville, IL RIA providing investment management and practical financial planning for individuals and families, with consulting support for major financial decisions. Led by CFP owner Sharon A. Adelmann, the firm builds risk-aligned portfolios and has meaningful ETF exposure in managed accounts; custody includes Charles Schwab & Co.
Team overview
55 AVG AGE
$103.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Unlock to see real insight on ridge vector.
Request access to benchmark trends tied to insight.
Upgrade to reveal position-level detail across catalyst fusion.
Upgrade to reveal position-level detail across insight alpha.
Open the full profile to inspect shifts in fusion horizon.
Request access to benchmark trends tied to timber.
Premium access reveals conviction themes in matrix pioneer insight.
Unlock to compare peer behavior around eagle zenith.
Asset Classes
Insight legacy Harbor eagle
Custodian
Pioneer timber
Investment Themes
Capital Ridge Zenith bridge
Investment Vehicles
Alpha unison
Services
Vital Catalyst Value peak Bridge meridian Vertex Pathway Harbor peak Capital glacier Prime vertex
Technology
Capital
Owner & Executives
S
SHARON AILEEN ADELMANN
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2167053
- Ownership
- 75% or more
(701) 590-3311
momentum.radial@quantumcapital.com
in linkedin.com/in/insight-unison
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,617,447 | -- |
| Non-Discretionary | $0 | -- |
| Total | $103,617,447 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $103,617,447
Equity - Exchange:
24.1% Cash:
28.8% Sovereign Bonds:
35.5% Equity - OTC:
11.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,616,355,912 | 24.1% |
| Cash | $1,931,578,849 | 28.8% |
| Sovereign Bonds | $2,380,939,207 | 35.5% |
| Equity - OTC | $777,997,037 | 11.6% |
| Total | $6,706,871,005 | 100.0% |