CRD: 289006
Prairie Ridge Asset Management, LLC
$62.8M Total AUM
$62.8M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
8 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-21-2017
- Office Locations
- 1
Office Locations
8655 College Blvd. Overland Park KS
About Prairie Ridge Asset Management, LLC
Prairie Ridge Asset Management is an Overland Park, KS RIA providing investment management and financial planning for individuals and families, with an emphasis on retirement planning. Portfolios commonly use mutual funds and ETFs with a risk management orientation. Custody includes Fidelity/NFS and TD Ameritrade.
Team overview
50 AVG AGE
$62.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
AMY RENAE WHITE
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2694724
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,819,296 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,819,296 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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