|
⚲
|
| 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] |
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|---|---|---|
|
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|
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Astoria Strategic Wealth Inc
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