Updated:
CPR Financial & Insurance Services
CPR FINANCIAL & INSURANCE SERVICES, INC. is a state-registered investment adviser in PROSPER, TX. The firm manages $89 million in assets, $74 million on a...
CPR Financial & Insurance Services
CPR FINANCIAL & INSURANCE SERVICES, INC. is a state-registered investment adviser in PROSPER, TX. The firm manages $89 million in assets, $74 million on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
What is CPR Financial & Insurance Services?
CPR Financial & Insurance Services is a ria based in United States.
Where is CPR Financial & Insurance Services headquartered?
CPR Financial & Insurance Services is headquartered in United States, in the North America region.
What does Altss track for CPR Financial & Insurance Services?
Altss maintains an OSINT-verified profile of CPR Financial & Insurance Services covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What type of firm is CPR Financial & Insurance Services?
CPR Financial & Insurance Services is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on CPR Financial & Insurance Services?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was CPR Financial & Insurance Services's Altss profile last updated?
CPR Financial & Insurance Services's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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