CPR INVESTMENTS INC

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

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 Status	Approved
Firm CRD#	139067
SEC#	801-112038
Assets Managed by Firm	$213,296,073
No. of Clients	1946
No. of Advisors	28

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 Clients	AUM
Firm Total	1946	$213,296,073
Individuals (other than high net worth individuals)	1265	$138,946,198
High net worth individuals	32	$70,225,925
Pension and profit sharing plans	6	$4,003,787
Corporations or other businesses	2	$120,163

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