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- Custodian
- American Funds · Capital Group · Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Timber
- Established Date
- 06-27-2017
- Office Locations
- 1
Office Locations
About Prairie Rivers Investments, LLC
Prairie Rivers Investments, LLC is a Robinson, IL-based advisory firm focused on helping individuals and families reduce risk and build long-term wealth through consultative financial planning. The team constructs diversified portfolios using asset allocation across mutual funds and ETFs, and supports planning needs such as estate and insurance planning, charitable giving, and business succession. Custody relationships include Charles Schwab and Raymond James; compliance is led by CCO Ryan Keen.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PATRICK KEEN
Investment Advisor Representative, Managing Member
- CRD
- #1267770
- Ownership
- 75% or more
KYLE NATHANIEL DISHONG
Investment Advisor Representative
- CRD
- #4808784
- Ownership
- Less than 5%
Vital horizon
Eagle eagle value
- CRD
- #25779
- Ownership
- 8.6%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $249,261,888 | $284,546 |
| Non-Discretionary | $0 | -- |
| Total | $249,261,888 | $284,546 |
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Separately Managed Accounts
Total SMA Asset: $249,261,888
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $204,319,480 | 34.0% |
| Equity - Exchange | $118,385,110 | 19.7% |
| Cash | $194,704,445 | 32.4% |
| Private Funds | $83,530,611 | 13.9% |
| Total | $600,939,646 | 100.0% |