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| Preston Advisory Services LLC
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|---|---|
| CRD # | 289926 |
| SEC # | 801-132449 |
| CIK # | |
| AUM | 197.7 M (2026-05-25) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 928-757-1600 |
| Address | 4345 Stockton Hill Rd Kingman, AZ 86409 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,509 | 173.3 |
| (b) Individuals (high net worth individuals) | 17 | 23.1 |
| (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 | 1 | 1.2 |
| (h) Charitable organizations | 1 | 0.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,526 | 197.7 |
| By Discretionary | ||
| Discretionary | 2,526 | 197.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,526 | 197.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.7 | |
| Total | 2,526 | 197.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
PMG Wealth Management Inc
✚
|
IL | 198.3 M |
|
Atlantic Wealth Partners LLC
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|
FL | 198.1 M |
|
Newport Investment Advisors Inc
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OH | 198.0 M |
|
D & P Investment Advisors Ltd
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RI | 197.8 M |
|
Eaglestone Wealth Advisors Inc
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MD | 197.7 M |
|
Attentive Investments LLC
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CA | 197.5 M |
|
Copper Beech Financial Group LLC
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NJ | 197.4 M |
|
Bautis Financial LLC
✚
|
NJ | 197.4 M |
|
APS Advisors
✚
|
CA | 197.2 M |
|
Fee-Only Fiduciary Advisors LLC
✚
|
MI | 197.0 M |