CPR Financial & Insurance Services, Inc.

RIAState Registered
Total AUM
$97.8M
Discretionary
$81.3M
83% of AUM
Avg account
$112K
Accounts
875
Employees
4
Advisory reps
4

Firm details

Headquarters
Prosper, Texas
CRD number
145855
Custodians
CHARLES SCHWAB & CO., INC., INSPIRA FINANCIAL
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals69.03%
  • HNWI30.97%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

CPR Financial & Insurance Services, Inc. operates as an independent, individually owned registered investment adviser organized as a corporation. The firm serves a client base of individuals and families and combines advisory work with insurance brokerage. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection-of-other-advisers activities. CPR functions as a capital allocator, uses a mix of fee arrangements (percentage of AUM, hourly, fixed fees and other structures), and is registered at the state level in CA, FL, LA and TX. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Public Funds/Mutual Funds 18%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%76%
  • Exchange Traded Equities76%
  • Public Funds/Mutual Funds18%
  • Cash & Cash Equivalents4%
  • Investment Grade Corp Bonds1%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Charles Rosen

    Charles Rosen

    President, CEOCRD 4589137

Contacts

3 of 3
  • Amy Hall

    Amy Hall

    Investment Advisor RepresentativeCRD 6902608

  • Vincent Lombardo

    Vincent Lombardo

    Investment Advisor RepresentativeCRD 2801293

  • Manuel Menendez

    Manuel Menendez

    Investment Advisor RepresentativeCRD 1992107

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Prosper, TX

Collin

Location

Prosper, TX

Headquartered in Prosper, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
603 E Broadway St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth