PRESTON CAPITAL

120 Vantis
Suite 130
Aliso Viejo, California 92656
Tel: 949-272-2000

About PRESTON CAPITAL

PRESTON CAPITAL, formally registered with the SEC as PRESTON CAPITAL. The firm was established in 10/19/2023. They have over 2 offices throughout the country.

PRESTON CAPITAL is a Aliso Viejo, California based Financial Planning firm with nearly $1,040,000,000 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328417
SEC#	801-128923
Assets Managed by Firm	$1,040,000,000
No. of Clients	2
No. of Advisors	19

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$1,040,000,000

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