P
CRD: 322015
Park River Advisors
Shorewood, IL
8153700425
$45.1M Total AUM
$45.1M Disc. AUM
-- 3Y CAGR
2 Employees
75 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-03-2022
- Office Locations
- 1
Office Locations
-- Shorewood IL
About Park River Advisors
Park River Advisors is a Shorewood-based RIA. The firm has been operating for 3 years. Managing $45.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$22.6M AVG AUM / ADVISOR
$601.7K AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
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Asset Classes
Matrix quantum Pioneer
Investment Themes
Radial alpha Capital
Investment Vehicles
Ember
Services
Pathway Fusion ember Oak optima Timber Quantum atlas Alpha radial Foundation legacy Glacier catalyst
Owner & Executives
E
ERIC DAVID WILLS
Chief Compliance Officer, Managing Member
- CRD
- #5443619
- Ownership
- 75% or more
(591) 667-7097
vector.capital@oakcapital.com
in linkedin.com/in/capital-momentum
Showing 1 of 1 owners & executives
Unlock allContacts
A
ADAM OGLE
--
- CRD
- #8111395
(429) 950-5908
capital.ridge@quantumcapital.com
in linkedin.com/in/element-unison
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,126,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,126,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,126,000
Equity - Exchange:
15.5% U.S. Government/Agency:
34.8% Derivatives:
20.5% Public Funds:
29.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,204,235,203 | 15.5% |
| U.S. Government/Agency | $2,703,702,262 | 34.8% |
| Derivatives | $1,592,698,171 | 20.5% |
| Public Funds | $2,268,623,737 | 29.2% |
| Total | $7,769,259,373 | 100.0% |