Cpr Investments Inc (Rochester)

Name: Cpr Investments Inc
Address: 1600 Parkdale Road, Rochester, MI, 48307
Telephone: 800-213-1164

Cpr Investments Inc is a large advisory firm based in Rochester. It manages $144.73 million of regulatory assets for 1,807 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, California, Florida, and 13 other states.

Cpr Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm also engages as banking products.

Cpr Investments: assets under management

The assets under management (AUM) of Cpr Investments Inc is $144.73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $144.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $80.09 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 52% of the total AUM. The second-largest asset type is exchange traded securities, which make up 45% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cpr Investments Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cpr Investments serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Cpr Investments is individuals with 1,168 clients and $120.62 million of assets under management. Among the 8 most similar advisory firms, Cpr Investments has the 4th highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $144.73 million for 1,186 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Cpr Investments doesn't advise any private funds.

Careers at Cpr Investments Inc

The company employs 29 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 29 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Paul Reinhold	Ceo, cco	1 Dec 2005	75% - 100%	1464960
Nancy Lynn Reinhold	Administrator	1 May 2009	Other	1627682
Justin Paul Reinhold	Vice president	1 Jul 2017	Other	6108538

Based in Rochester

The principal office where Cpr Investments Inc performs its advisory services is located at 1600 Parkdale Road, Rochester, MI 48307, which is also the mailing address of the firm. An additional office of the firm is in Wilsonville, OR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-213-1164 or by fax 586-580-9293. The normal business hours are 10:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at cprinvestmentsinc.com/.