CPR Investments Inc
Firm details
- Headquarters
- Rochester, Michigan
- CRD number
- 139067
- Registered since
- November 16, 2017
- Website
- cprinvestmentsinc.com
- Custodians
- AXOS ADVISOR SERVICES, NATIONWIDE SECURITIES, LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals65.22%
- HNWI33.12%
- Pension & Profit Sharing Plans1.65%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
CPR Investments Inc. is an independent, corporation-form wealth advisory firm that operates as a capital allocator for both individual/family and institutional clients. The firm is registered with the SEC (registration year 2017) and is owned by an individual. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. On the distribution side, CPR Investments functions as a registered representative of a broker‑dealer and also operates as an insurance broker and seller of other financial products. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities57%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$142M in ETFs
76%
$108M
11%
$34.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO SHORT TERM TREASURY ETF (TBLL) | Invesco | Passive | Ultrashort Bond | $39.7M | 376,557 | 27.92% |
Location
Rochester, MI
Oakland
Location
Rochester, MI
Headquartered in Rochester, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 1600 Parkdale Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Solyco Capital LLC
RIARochester, MI
Rochester Wealth Strategies, LLC
RIARochester, MI
Advize Wealth Management
RIARochester, MI
Managed Asset Portfolios, LLC
RIARochester, MI
Clarkston Capital Partners, LLC
RIARochester, MI
Triumph Investment Advisory Group, LLC
RIARochester, MI