Overview
Assets Under Management: $213 million
Headquarters: ROCHESTER, MI
High-Net-Worth Clients: 32
Average Client Assets: $2 million
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