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CPR INVESTMENTS INC

1600 Parkdale Road
Suite 201
Rochester, Michigan 48307
Tel: 800-213-1164

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About CPR INVESTMENTS INC

CPR INVESTMENTS INC, formally registered with the SEC as CPR INVESTMENTS INC. The firm was established in 11/16/2017. They have over 17 offices throughout the country.

CPR INVESTMENTS INC is a Rochester, Michigan based Financial Planning firm with nearly $213,296,073 assets under management, offering retirement planning & investment advisory services to 1946 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#139067
SEC#801-112038
Assets Managed by Firm$213,296,073
No. of Clients1946
No. of Advisors28

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (REFERRAL FEES AND SUBSPTN FEE FOR CO. SPONSORED PLANS)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1946$213,296,073
Individuals (other than high net worth individuals)1265$138,946,198
High net worth individuals32$70,225,925
Pension and profit sharing plans6$4,003,787
Corporations or other businesses2$120,163

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