Overview
Assets Under Management: $213 million
Headquarters: ROCHESTER, MI
High-Net-Worth Clients: 32
Average Client Assets: $2 million
Frequently Asked Questions
CPR INVESTMENTS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139067), CPR INVESTMENTS INC is subject to fiduciary duty under federal law.
CPR INVESTMENTS INC is headquartered in ROCHESTER, MI.
CPR INVESTMENTS INC serves 32 high-net-worth clients according to their SEC filing dated July 17, 2025. View client details ↓
According to their SEC Form ADV, CPR INVESTMENTS INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CPR INVESTMENTS INC manages $213 million in client assets according to their SEC filing dated July 17, 2025.
According to their SEC Form ADV, CPR INVESTMENTS INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.92
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,946
Discretionary Accounts: 1,946
Regulatory Filings
CRD Number: 139067
Filing ID: 2004122
Last Filing Date: 2025-07-17 11:49:00
Website: https://cprinvestmentsinc.com