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Preston Investments

Headquartered in KINGMAN, AZ

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Firm Information

Preston Investments is an investment advisor with $84 million in regulatory assets under management and 2,000 clients. Preston Investments offers portfolio management for individuals and selection of other advisors. The firm specializes in serving individuals, charitable organizations, pension and profit sharing plans, and high-net-worth individuals. They offer wrap fee programs.

Preston Investments

$84.00M

Assets Under Management

4

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

PRESTON INVESTMENTS has a total of 1 branch locations across the country.
location

KINGMAN, AZ

Advisors at Preston Investments

View All 3 Advisors
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Shay Dean Stiers

RA

KINGMAN, AZ

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Kelly Dawn Shuffler

RA

KINGMAN, AZ

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Scott David Preston

RA

KINGMAN, AZ

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Disclosures

There are no public disclosures for Preston Investments.

Frequently Asked Questions (6)

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