Cpr Investments INC

Public-record details

Address

1600 Parkdale Road, Suite 201, Rochester, MI 48307

Phone

(800) 213-1164

Listed under

Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting

CRD number

139067

Registration

SEC registered since 2017-11-16

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges; Fixed fees; Other (Referral Fees and Subsptn Fee for CO. Sponsored Plans)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers

Regulatory assets under management

$238.8 million

Accounts managed

1,954

Clients reported (Form ADV 5.D)

1,172

Individual / high-net-worth clients

1,127 / 38

Employees

25

Other business activities (Form ADV 6.A)

Also active as: registered representative of a broker-dealer, insurance broker or agent, other financial product salesperson

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-08-28

SEC registered investment adviser, CRD 139067, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 139067 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.