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Building 2CPR INVESTMENTS INC

Map pinROCHESTER, MI
Phone800-213-1164
NotebookSEC #801-112038
Total AUM
$238.8M
Employees
24
Clients
1,172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 PARKDALE ROAD
SUITE 201
ROCHESTER
MI 48307
United States
Operating Hours
10:00 AM TO 5:00 PM
Monday - Friday
Phone
800-213-1164
Other Offices
15

ReceiptFinancials

Total AUM
$238.8M
Accounts
1,954
Discretionary
$238.8M
Accounts
1,954
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,127
AUM
$155.7M
HNW Individual Clients
38
AUM
$79.1M
Pension/Profit Sharing Plan Clients
5
AUM
$3.9M
Corporation or Business Clients
2
AUM
$41.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES AND SUBSPTN FEE FOR CO. SPONSORED PLANS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAILKYMAMINCNENJNYOHORPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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