Preston Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$146,291,985
Total clients
1,277
1% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
426
Average account size
$114,559
Client services
Fee options
0.50% annually, billed quarterly in arrears
Separate commissions earned by licensed insurance agents for insurance products
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Preston Investments
4345 Stockton Hill Rd
Kingman AZ 86409, United States
Number of offices
1
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