CPR Investments Inc

RIASEC Registered

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, 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.