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 registered investment advisor that operates as a capital allocator for both individual/family and institutional clients. The firm is structured as a corporation, is owned by an individual, and has been SEC-registered since 2017. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selecting other advisers. In addition to advisory work, CPR personnel engage in broker-dealer registered representative activities and insurance product sales. Fee arrangements are flexible and include asset-based fees, hourly charges, fixed fees and other structures. The firm does not position itself as an ESG investor. As a capital allocator, CPR directs client capital to external third-party managers when appropriate and embeds third-party strategies into client portfolios.