CPR Investments Inc

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Assets, Funds, Holdings

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CPR Investments Inc
CRD #139067
SEC #801-112038
CIK #0001775053
AUM $295.2 MM (2024-08-23)
Employees 39 (100% Investors, 13% Brokers)
Phone800-213-1164
Address1600 Parkdale Road
Rochester, MI 48307
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4503602701809002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GLD 10.6
UPS 157,208.0 0.7
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
14011284562802022202320242025
AUM Breakdown Accounts AUM ($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]
Comparable Firms State AUM ($BB)
Burns Matteson Capital Management LLC
NY 0.3
Regimen Wealth LLC
GA 0.3
Thomas Wright Asset Management Inc
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Envision Financial Transparency LLC
NC 0.3
Platform Wealth Management LLC
UT 0.3
Ascendant Financial Solutions Inc
AZ 0.3
Alpha Financial Partners LLC
KY 0.3
Thayer Partners LLC
PA 0.3
Pflug Koory LLC
NE 0.3
FWG Holdings LLC
FL 0.3
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