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PRESTON INVESTMENTS

KINGMAN, AZ · CRD 289926 · IAPD ↗ · prestoninvestments.com · 928-757-1600

$197.7MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — PRESTON INVESTMENTS reported RAUM up 35% ($146.3M -> $197.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2025 — PRESTON INVESTMENTS (KINGMAN, AZ) is newly SEC-registered with $146.3M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.