Adviser Profile

As of Date 04/24/2025
Registration status Registration Changed to PRESTON ADVISORY SERVICES LLC
ADV Location KINGMAN, AZ, United States
Contact Info 928 xxxxxxx
Websites
AUM* 146,291,985 74%
of that, discretionary 146,291,985 74%
Number of Employees 4 33%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 68,297 63%
% High Net Worth 0.70% 606%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees