|
⚲
|
| CPR Investments Inc
✚
| |
|---|---|
| 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) |
|---|
| 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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