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PRESTON INVESTMENTS
PRESTON ADVISORY SERVICES LLC
CRD 289926 · SEC 801-132449
4345 STOCKTON HILL RD, KINGMAN, AZ, 86409, United States
Phone
928-757-1600
Fax
928-757-8376
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$197.7M
Discretionary AUM
$197.7M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-25
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2509 | $173.3M |
| High net worth individuals | 17 | $23.1M |
| Pension/profit sharing plans | 1 | $1.2M |
| Charitable organizations | 1 | $105K |
States served
AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, MI, MN, NV, NM, OH, OK, OR, SC, TN, UT, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD