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CPR Investments Inc
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CRD # | 139067 |
SEC # | 801-112038 |
CIK # | 0001775053 |
AUM | $295.2 MM (2024-08-23) |
Employees | 39 (100% Investors, 13% Brokers) |
Phone | 800-213-1164 |
Address | 1600 Parkdale Road Rochester, MI 48307 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
GLD | 10.6 | ||
UPS | 157,208.0 | 0.7 | |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 2,252 | 232.5 |
(b) Individuals (high net worth individuals) | 80 | 58.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 9 | 3.8 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 3 | 0.2 |
(n) Other | 0 | 0.0 |
Total | 3,510 | 295.2 |
By Discretionary | ||
Discretionary | 3,510 | 295.2 |
Non-Discretionary | 0 | 0.0 |
Total | 3,510 | 295.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 295.2 | |
Total | 3,510 | 295.2 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001775053] |
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NY | 0.3 |
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Envision Financial Transparency LLC
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NC | 0.3 |
Platform Wealth Management LLC
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UT | 0.3 |
Ascendant Financial Solutions Inc
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AZ | 0.3 |
Alpha Financial Partners LLC
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KY | 0.3 |
Thayer Partners LLC
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PA | 0.3 |
Pflug Koory LLC
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NE | 0.3 |
FWG Holdings LLC
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|
FL | 0.3 |