⚲
|
CPR Investments Inc
✚
|
|
---|---|
CRD # | 139067 |
SEC # | 801-112038 |
CIK # | 0001775053 |
AUM | $295.3 MM (2023-03-07) |
Employees | 37 (100% Investors, 19% Brokers) |
Phone | 800-213-1164 |
Address | 1600 Parkdale Road Rochester, MI 48307 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
GLD | 14.1 | ||
UPS | 157,208.0 | 1.0 | |
DTE | 24,262.0 | 0.3 | |
PNR | 7,529.0 | 0.2 | |
AFL | 36,008.8 | 0.2 | |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 2,197 | 227.3 |
(b) Individuals (high net worth individuals) | 65 | 59.5 |
(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 | 5.4 |
(h) Charitable organizations | 6 | 1.1 |
(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 | 8 | 2.0 |
(n) Other | 0 | 0.0 |
Total | 3,154 | 295.3 |
By Discretionary | ||
Discretionary | 3,154 | 295.3 |
Non-Discretionary | 0 | 0.0 |
Total | 3,154 | 295.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 295.3 | |
Total | 3,154 | 295.3 |
EDGAR Form | CIK | 2011 - 2023 |
---|---|---|
13F-HR | [0001775053] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
First Nebraska Advisory LLC
✚
|
NE | 0.3 |
Astoria Strategic Wealth Inc
✚
|
TX | 0.3 |
US Financial Advisors LLC
✚
|
MA | 0.3 |
Private Wealth Solutions LLC
✚
|
CA | 0.3 |
Security Asset Management Inc
✚
|
NY | 0.3 |
Jeffrey N Mehler CFP LLC
✚
|
CT | 0.3 |
Prentice Wealth Management LLC
✚
|
NY | 0.3 |
Chase Investment Counsel Corporation
✚
|
VA | 0.3 |
Zephyr Investment Management Inc
✚
|
CA | 0.3 |
Clear Creek Wealth Management LLC
✚
|
CO | 0.3 |