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Building 2PRESTON INVESTMENTS

Map pinKINGMAN, AZ
Phone928-757-1600
NotebookSEC #801-132449
Total AUM
$197.7M
Employees
5
Clients
2,528

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4345 STOCKTON HILL RD
KINGMAN
AZ 86409
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
928-757-1600

ReceiptFinancials

Total AUM
$197.7M
Accounts
2,526
Discretionary
$197.7M
Accounts
2,526
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,509
AUM
$173.3M
HNW Individual Clients
17
AUM
$23.1M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Charitable Organization Clients
1
AUM
$105K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAIAIDILINKSMIMNNMNVOHOKORSCTNTXUTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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