Overview
Assets Under Management: $146 million
Headquarters: KINGMAN, AZ
High-Net-Worth Clients: 3
Average Client Assets: $44 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.46
Average High-Net-Worth Client Assets: $44 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