CPR INVESTMENTS INC
CRD #139067 SEC #801-112038 ROCHESTER, MI 800-213-1164
SEC Registered
Total AUM
$213.3M
Discretionary
$213.3M
Employees
28
Clients
251
Accounts
1,946
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $213.3M | $213.3M | $0 | 28 | 0 |
| May 2025 | $213.3M | $213.3M | $0 | 28 | 0 |
| Mar 2025 | $213.3M | $213.3M | $0 | 28 | 0 |
| Nov 2024 | $295.2M | $295.2M | $0 | 29 | 96 |
| Oct 2024 | $295.2M | $295.2M | $0 | 29 | 96 |
| Oct 2024 | $295.2M | $295.2M | $0 | 30 | 96 |
| Aug 2024 | $295.2M | $295.2M | $0 | 35 | 96 |
| Aug 2024 | $295.2M | $295.2M | $0 | 39 | 96 |
| Aug 2024 | $295.2M | $295.2M | $0 | 39 | 96 |
| Jul 2024 | $295.2M | $295.2M | $0 | 39 | 96 |
| Apr 2024 | $295.2M | $295.2M | $0 | 40 | 96 |
| Apr 2024 | $295.2M | $295.2M | $0 | 40 | 96 |
| Feb 2024 | $295.2M | $295.2M | $0 | 39 | 96 |
| Feb 2024 | $295.2M | $295.2M | $0 | 39 | 96 |
| Dec 2023 | $285.4M | $285.4M | $0 | 39 | 96 |
| Nov 2023 | $281.5M | $281.5M | $0 | 40 | 96 |
| Oct 2023 | $281.5M | $281.5M | $0 | 39 | 96 |
| Oct 2023 | $281.5M | $281.5M | $0 | 39 | 96 |
| Oct 2023 | $281.5M | $281.5M | $0 | 39 | 96 |
| Sep 2023 | $281.5M | $281.5M | $0 | 39 | 96 |
| Aug 2023 | $281.5M | $281.5M | $0 | 38 | 96 |
| Jul 2023 | $281.5M | $281.5M | $0 | 37 | 96 |
| Jun 2023 | $281.5M | $281.5M | $0 | 37 | 96 |
| May 2023 | $281.5M | $281.5M | $0 | 36 | 96 |
| May 2023 | $281.5M | $281.5M | $0 | 36 | 96 |
| Mar 2023 | $295.3M | $295.3M | $0 | 36 | 96 |
| Jan 2023 | $295.3M | $295.3M | $0 | 37 | 96 |
| Nov 2022 | $406.4M | $406.4M | $0 | 37 | 2,026 |
| Oct 2022 | $406.4M | $406.4M | $0 | 37 | 2,026 |
| Sep 2022 | $406.4M | $406.4M | $0 | 36 | 2,026 |
| Aug 2022 | $406.4M | $406.4M | $0 | 37 | 2,026 |
| Jul 2022 | $406.4M | $406.4M | $0 | 36 | 2,026 |
| May 2022 | $406.4M | $406.4M | $0 | 36 | 2,026 |
| Apr 2022 | $406.4M | $406.4M | $0 | 36 | 2,026 |
| Mar 2022 | $406.4M | $406.4M | $0 | 35 | 2,026 |
| Feb 2022 | $406.4M | $406.4M | $0 | 34 | 2,026 |
| Feb 2022 | $406.4M | $406.4M | $0 | 33 | 2,026 |
| Oct 2021 | $319.7M | $319.7M | $0 | 33 | 0 |
| Oct 2021 | $319.7M | $319.7M | $0 | 33 | 0 |
| Oct 2021 | $319.7M | $319.7M | $0 | 32 | 0 |
| Aug 2021 | $319.7M | $319.7M | $0 | 32 | 0 |
| Jul 2021 | $319.7M | $319.7M | $0 | 32 | 0 |
| Feb 2021 | $249.5M | $249.5M | $0 | 31 | 0 |
| Jan 2021 | $185.5M | $185.5M | $0 | 29 | 1,232 |
| Nov 2020 | $185.5M | $185.5M | $0 | 32 | 1,232 |
| Sep 2020 | $185.5M | $185.5M | $0 | 32 | 1,232 |
| Aug 2020 | $185.5M | $185.5M | $0 | 31 | 1,232 |
| Jun 2020 | $167.5M | $167.5M | $0 | 29 | 1,232 |
| May 2020 | $167.5M | $167.5M | $0 | 29 | 1,232 |
| Feb 2020 | $167.5M | $167.5M | $0 | 29 | 1,232 |
| Oct 2019 | $144.7M | $144.7M | $0 | 30 | 70 |
| Aug 2019 | $144.7M | $144.7M | $0 | 29 | 70 |
| Aug 2019 | $144.7M | $144.7M | $0 | 29 | 70 |
| May 2019 | $131.4M | $131.4M | $0 | 29 | 70 |
| Mar 2019 | $113.2M | $113.2M | $0 | 29 | 70 |
| Feb 2019 | $113.2M | $113.2M | $0 | 29 | 70 |
| Feb 2019 | $113.2M | $113.2M | $0 | 28 | 70 |
| Dec 2018 | $119.2M | $119.2M | $0 | 27 | 49 |
| Aug 2018 | $111M | $111M | $0 | 26 | 49 |
| Aug 2018 | $111M | $111M | $0 | 26 | 49 |
| Aug 2018 | $111M | $111M | $0 | 25 | 49 |
| Jul 2018 | $111M | $111M | $0 | 23 | 49 |
| May 2018 | $111M | $111M | $0 | 22 | 49 |
| Apr 2018 | $100.6M | $100.6M | $0 | 21 | 49 |
| Jan 2018 | $100.6M | $100.6M | $0 | 22 | 49 |
| Jan 2018 | $100.6M | $100.6M | $0 | 21 | 49 |
| Dec 2017 | $83M | $83M | $0 | 21 | 45 |
| Nov 2017 | $83M | $83M | $0 | 21 | 45 |
| Nov 2017 | $83M | $83M | $0 | 21 | 45 |
| Oct 2017 | $83M | $83M | $0 | 21 | 45 |
DateJul 2025
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees28
Clients0
DateMay 2025
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees28
Clients0
DateMar 2025
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees28
Clients0
DateNov 2024
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees29
Clients96
DateOct 2024
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees29
Clients96
DateOct 2024
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees30
Clients96
DateAug 2024
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees35
Clients96
DateAug 2024
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees39
Clients96
DateAug 2024
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees39
Clients96
DateJul 2024
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees39
Clients96
DateApr 2024
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees40
Clients96
DateApr 2024
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees40
Clients96
DateFeb 2024
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees39
Clients96
DateFeb 2024
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees39
Clients96
DateDec 2023
Total AUM$285.4M
Discretionary$285.4M
Non-Disc.$0
Employees39
Clients96
DateNov 2023
Total AUM$281.5M
Discretionary$281.5M
Non-Disc.$0
Employees40
Clients96
DateOct 2023
Total AUM$281.5M
Discretionary$281.5M
Non-Disc.$0
Employees39
Clients96
DateOct 2023
Total AUM$281.5M
Discretionary$281.5M
Non-Disc.$0
Employees39
Clients96
DateOct 2023
Total AUM$281.5M
Discretionary$281.5M
Non-Disc.$0
Employees39
Clients96
DateSep 2023
Total AUM$281.5M
Discretionary$281.5M
Non-Disc.$0
Employees39
Clients96
DateAug 2023
Total AUM$281.5M
Discretionary$281.5M
Non-Disc.$0
Employees38
Clients96
DateJul 2023
Total AUM$281.5M
Discretionary$281.5M
Non-Disc.$0
Employees37
Clients96
DateJun 2023
Total AUM$281.5M
Discretionary$281.5M
Non-Disc.$0
Employees37
Clients96
DateMay 2023
Total AUM$281.5M
Discretionary$281.5M
Non-Disc.$0
Employees36
Clients96
DateMay 2023
Total AUM$281.5M
Discretionary$281.5M
Non-Disc.$0
Employees36
Clients96
DateMar 2023
Total AUM$295.3M
Discretionary$295.3M
Non-Disc.$0
Employees36
Clients96
DateJan 2023
Total AUM$295.3M
Discretionary$295.3M
Non-Disc.$0
Employees37
Clients96
DateNov 2022
Total AUM$406.4M
Discretionary$406.4M
Non-Disc.$0
Employees37
Clients2,026
DateOct 2022
Total AUM$406.4M
Discretionary$406.4M
Non-Disc.$0
Employees37
Clients2,026
DateSep 2022
Total AUM$406.4M
Discretionary$406.4M
Non-Disc.$0
Employees36
Clients2,026
DateAug 2022
Total AUM$406.4M
Discretionary$406.4M
Non-Disc.$0
Employees37
Clients2,026
DateJul 2022
Total AUM$406.4M
Discretionary$406.4M
Non-Disc.$0
Employees36
Clients2,026
DateMay 2022
Total AUM$406.4M
Discretionary$406.4M
Non-Disc.$0
Employees36
Clients2,026
DateApr 2022
Total AUM$406.4M
Discretionary$406.4M
Non-Disc.$0
Employees36
Clients2,026
DateMar 2022
Total AUM$406.4M
Discretionary$406.4M
Non-Disc.$0
Employees35
Clients2,026
DateFeb 2022
Total AUM$406.4M
Discretionary$406.4M
Non-Disc.$0
Employees34
Clients2,026
DateFeb 2022
Total AUM$406.4M
Discretionary$406.4M
Non-Disc.$0
Employees33
Clients2,026
DateOct 2021
Total AUM$319.7M
Discretionary$319.7M
Non-Disc.$0
Employees33
Clients0
DateOct 2021
Total AUM$319.7M
Discretionary$319.7M
Non-Disc.$0
Employees33
Clients0
DateOct 2021
Total AUM$319.7M
Discretionary$319.7M
Non-Disc.$0
Employees32
Clients0
DateAug 2021
Total AUM$319.7M
Discretionary$319.7M
Non-Disc.$0
Employees32
Clients0
DateJul 2021
Total AUM$319.7M
Discretionary$319.7M
Non-Disc.$0
Employees32
Clients0
DateFeb 2021
Total AUM$249.5M
Discretionary$249.5M
Non-Disc.$0
Employees31
Clients0
DateJan 2021
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees29
Clients1,232
DateNov 2020
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees32
Clients1,232
DateSep 2020
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees32
Clients1,232
DateAug 2020
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees31
Clients1,232
DateJun 2020
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees29
Clients1,232
DateMay 2020
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees29
Clients1,232
DateFeb 2020
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees29
Clients1,232
DateOct 2019
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees30
Clients70
DateAug 2019
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees29
Clients70
DateAug 2019
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees29
Clients70
DateMay 2019
Total AUM$131.4M
Discretionary$131.4M
Non-Disc.$0
Employees29
Clients70
DateMar 2019
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees29
Clients70
DateFeb 2019
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees29
Clients70
DateFeb 2019
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees28
Clients70
DateDec 2018
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees27
Clients49
DateAug 2018
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees26
Clients49
DateAug 2018
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees26
Clients49
DateAug 2018
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees25
Clients49
DateJul 2018
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees23
Clients49
DateMay 2018
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees22
Clients49
DateApr 2018
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees21
Clients49
DateJan 2018
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees22
Clients49
DateJan 2018
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees21
Clients49
DateDec 2017
Total AUM$83M
Discretionary$83M
Non-Disc.$0
Employees21
Clients45
DateNov 2017
Total AUM$83M
Discretionary$83M
Non-Disc.$0
Employees21
Clients45
DateNov 2017
Total AUM$83M
Discretionary$83M
Non-Disc.$0
Employees21
Clients45
DateOct 2017
Total AUM$83M
Discretionary$83M
Non-Disc.$0
Employees21
Clients45