PRAIRIE RIVERS INVESTMENTS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$249M
Discretionary
$249M
100% of AUM
Avg account
$285K
Accounts
876
Employees
5
Advisory reps
4

Firm details

Headquarters
ROBINSON, Illinois
CRD number
288153
Registered since
June 27, 2017
Custodians
RAYMOND JAMES AND ASSOCIATES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI40.95%
  • Individuals36.88%
  • Charitable Organizations21.48%
  • Corporations / Businesses0.69%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Prairie Rivers Investments, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2017. The firm is owned by an individual and operates as a capital allocator to both individual & family and institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. The firm is not positioned as an active ESG investor and does not operate as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Exchange Traded Equities 9%, Cash & Cash Equivalents 8%, Private Funds 1%82%
  • Public Funds/Mutual Funds82%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents8%
  • Private Funds1%

Contacts

3 of 4
  • PATRICK KEEN

    Owner, Investment AdvisorCRD 1267770

  • Sean Keen

    Registered Office AssistantCRD 6675653

  • RYAN KEEN

    Investment Advisor RepresentativeCRD 6097274

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ROBINSON, IL

CRAWFORD

Location

ROBINSON, IL

Headquartered in ROBINSON, IL, in the Midwest of the United States.

Region
Midwest
County
CRAWFORD
Address
1507 W Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth