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CPR INVESTMENTS INC
CRD 139067 · SEC 801-112038
1600 PARKDALE ROAD, SUITE 201, ROCHESTER, MI, 48307, United States
Phone
800-213-1164
Fax
586-580-9293
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$238.8M
Discretionary AUM
$238.8M
Team
24 total employees; 24 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES AND SUBSPTN FEE FOR CO. SPONSORED PLANS
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1127 | $155.7M |
| High net worth individuals | 38 | $79.1M |
| Pension/profit sharing plans | 5 | $3.9M |
| Corporations/business entities | 2 | $42K |
States served
AZ, CA, GA, IL, KY, MA, MI, NE, NJ, NY, NC, OH, OR, PA, VA, WA, TX, FL
All web addresses on file
- https://www.linkedin.com/in/reza-akbari-7a4364294/
- https://www.linkedin.com/in/robert-b-ausdal-jr-a4404712/
- https://www.linkedin.com/in/bobby-burns-mba-ea-6907b911/
- https://www.linkedin.com/in/joseph-b-childrey-994baa7/
- https://www.linkedin.com/in/christopher-crawford-070b07189/
- HTTP://WWW.ARNHOLTINSURANCE.COM
- HTTP://WWW.DENKFINANCIALADVISORS.COM
- https://www.cpr-provinvest.com
- https://www.cprassetmgmt.com
- http://www.advisor-proinvest.com
- https://www.linkedin.com/in/charles-reinhold-1aa708b2/
- https://www.linkedin.com/in/gary-lloyd-ii-3360905/
- https://www.linkedin.com/in/perkinsretirement/
- https://www.linkedin.com/in/lance-whitney-054b76130/
- HTTP://WWW.CPRINVESTMENTSINC.COM/
- https://www.linkedin.com/in/joeborchers/
- https://www.linkedin.com/in/joseph-j-larocca-iv-0b38a5132/
- https://www.linkedin.com/in/johnrfawcett/
Official SEC filing: View on IAPD