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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Preston Advisory Services LLC
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|---|---|
| CRD # | 289926 |
| SEC # | 801-132449 |
| CIK # | |
| AUM | $146.3 M (2025-05-01) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 928-757-1600 |
| Address | 4345 Stockton Hill Rd Kingman, AZ 86409 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,268 | 132.3 |
| (b) Individuals (high net worth individuals) | 9 | 13.7 |
| (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 | 1 | 0.3 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,142 | 146.3 |
| By Discretionary | ||
| Discretionary | 2,142 | 146.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,142 | 146.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.3 | |
| Total | 2,142 | 146.3 |
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|---|---|---|
|
Private Wealth Management of North Carolina LLC
✚
|
NC | 0.1 |
|
Zinnia Wealth Advisory LLC
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FL | 0.1 |
|
Investment Insight Wealth Management LLC
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0.1 | |
|
Korving & Company LLC
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VA | 0.1 |
|
Clutinger Williams & Verhoye Inc
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CA | 0.1 |
|
Dempsey Investment Management LLC
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|
VT | 0.1 |
|
LCR Wealth Management LLC
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|
CT | 0.1 |
|
Platt Investment Counsel LLC
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|
0.1 | |
|
Jemma Investment Advisors LLC
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|
MD | 0.1 |
|
Allegiance Financial Group Inc
✚
|
ME | 0.1 |