PRAIRIE RIDGE ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 289006
- Website
- www.prairieridgeasset.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.71%
- Individuals28.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Prairie Ridge Asset Management, LLC is a small, independent registered investment adviser that focuses on tailored wealth management for individuals and families. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its advisory model leans on third-party mutual funds and pooled vehicles as the primary portfolio building blocks rather than running proprietary funds or acting as a capital allocator. Fees are charged using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements, which supports both ongoing investment management and project-based planning work. Prairie Ridge is not an active ESG investor and operates on a single-state basis, suggesting a locally concentrated client footprint and regulatory focus.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities5%
- Cash & Cash Equivalents4%
- US Government Bonds3%
Contacts
1 of 1AMY WHITE
PresidentCRD 2694724
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OVERLAND PARK, KS
JOHNSON
Location
OVERLAND PARK, KS
Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 8655 College Blvd
- Time zone
- CT (UTC-6)
- Office locations
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