Assets Under Management
$213.3M
Number of Clients
1,305
Number of Advisors
26
Average Client AUM
$163K
AUM per Advisor
$8.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
CPR Investments Inc. provides discretionary asset management services, financial planning, and sub-advisory services. Investment strategies are tailored to client goals and risk tolerance. They utilize sub-advisors and offer various portfolio options. Financial planning includes a personal financial website and virtual vault.
1600 Parkdale Road, Suite 201, Rochester, MI, 48307