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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-05-2017
- Office Locations
- 1
Office Locations
About Preston Investments
Preston Investments is a family-owned advisory firm in Kingman, Arizona serving individuals and local businesses across Northwest Arizona since 1970. The team provides investment guidance, wealth management, estate and tax planning, and insurance planning, with support for Medicare plan decisions. Independent RIA led by owner/IAR Scott D. Preston; client accounts are custodied at Charles Schwab.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
SCOTT DAVID PRESTON
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #3178664
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Anthony John Castillo
--
- CRD
- #8263253
KELLY DAWN SHUFFLER
--
- CRD
- #7508129
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $197,679,341 | $78,258 |
| Non-Discretionary | $0 | -- |
| Total | $197,679,341 | $78,258 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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