CPR FINANCIAL & INSURANCE SERVICES, INC.
CPR FINANCIAL & INSURANCE SERVICES, INC. of PROSPER, TX is an SEC-registered investment adviser (CRD 145855). Regulatory assets under management: $89.1M.
Registration
- CRD: 145855
- Type: Registered investment adviser
- Location: 603 E. BROADWAY ST, PROSPER, TX, 75078
- Phone: 877-431-6997
- Latest filing: 2026-04-14
- Regulatory AUM: $89.1M
- Discretionary AUM: $73.7M
- Non-discretionary AUM: $15.4M
- Clients: 4
- Accounts: 825
Business model
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
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