PRESTON INVESTMENTS

RIASEC RegisteredEst. 2025

Total AUM

$198M

Discretionary

$198M

100% of AUM

Avg account

$78.3K

Accounts

2,526

Employees

Advisory reps

Firm details

Headquarters: KINGMAN, Arizona
CRD number: 289926
Registered since: April 22, 2025
Website: prestoninvestments.com
Custodians: CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM
Client types: Individuals87.67%
HNWI11.7%
Pension & Profit Sharing Plans0.58%
Charitable Organizations0.05%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Preston Investments is organized as a limited liability company with an individual owner and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory work focuses on portfolio management for individuals and small businesses and on selecting outside advisers and managers. The firm charges fees as a percentage of assets under management. Regulatory and operational flags in the profile include an SEC registration year listed as 2025, while the firm is not flagged as a newly formed adviser. It is not identified as an active ESG investor, a multi-state adviser, or a pension consultant.