CPR Investments Inc

RIASEC RegisteredEst. 2017

Total AUM

$239M

Discretionary

$239M

100% of AUM

Avg account

$122K

Accounts

1,954

Employees

Advisory reps

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

FINTRX

Overview

CPR Investments Inc. is an independent, SEC-registered investment adviser (registered in 2017) owned by an individual. The firm serves both individual and family clients as well as institutional accounts and markets itself as a capital allocator that places client assets with external managers when appropriate. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. The firm also conducts business as a registered representative of a broker-dealer and as an insurance broker, and it sells other financial products. Fee arrangements are flexible and include percentage of AUM, hourly and fixed-fee structures as well as other pricing models. CPR Investments does not identify as an active ESG investor.