PRAIRIE RIVERS INVESTMENTS, LLC
Firm details
- Headquarters
- ROBINSON, Illinois
- CRD number
- 288153
- Registered since
- June 27, 2017
- Website
- www.ourpri.com
- 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
FINTRXOverview
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
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 Funds82%
- Exchange Traded Equities9%
- Cash & Cash Equivalents8%
- Private Funds1%
Contacts
3 of 4PATRICK KEEN
Owner, Investment AdvisorCRD 1267770
Sean Keen
Registered Office AssistantCRD 6675653
RYAN KEEN
Investment Advisor RepresentativeCRD 6097274
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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