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 advisory corporation that began registration in 2017 and is privately owned. The firm serves both individual and family clients as well as institutional investors and functions as a capital allocator. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and manager selection. In addition to advisory work, CPR Investments conducts broker-dealer registered representative activities and sells insurance and other financial products. Compensation arrangements include percentage-of-AUM fees as well as hourly, fixed-fee, and other billing approaches. The firm does not identify as an active ESG investor.