Comprehensive Physicians Retirement Investing

Company Description (LinkedIn): Established CPR Investing Licensed Investment Advisor Evaluate & implement investment allocation plan for clients Research market fluctuations Conservative approach to maximize returns Licensed in Casualty and Health Insurance

• ⏳ Active Since:
• 📍 Location: Greater Phoenix Area
• 🔢 Employee Count:
• 👥 Followers:

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)

💲 Compensation Options

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 17
• 🧾 Number of accounts: 51
• 🛍 Average Account Size: 332509

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit cpr-investing.com