Overview
Assets Under Management: $146 million
Headquarters: KINGMAN, AZ
High-Net-Worth Clients: 9
Average Client Assets: $2 million
Frequently Asked Questions
PRESTON ADVISORY SERVICES LLC 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 #289926), PRESTON ADVISORY SERVICES LLC is subject to fiduciary duty under federal law.
PRESTON ADVISORY SERVICES LLC is headquartered in KINGMAN, AZ.
PRESTON ADVISORY SERVICES LLC serves 9 high-net-worth clients according to their SEC filing dated May 01, 2025. View client details ↓
According to their SEC Form ADV, PRESTON ADVISORY SERVICES LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
PRESTON ADVISORY SERVICES LLC manages $146 million in client assets according to their SEC filing dated May 01, 2025.
According to their SEC Form ADV, PRESTON ADVISORY SERVICES LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 9.34
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,142
Discretionary Accounts: 2,142
Regulatory Filings
CRD Number: 289926
Filing ID: 1986538
Last Filing Date: 2025-05-01 08:51:00
Website: https://prestonadvisory.com