Preston Investments
SEC RegisteredWhere We Build Your Financial Future
About the firm
Preston Investments is a family-owned investment firm located in Kingman, Arizona, established in 1970. They provide comprehensive investment and wealth management services tailored to individuals and businesses throughout Northwest Arizona, offering estate planning, insurance planning, tax planning, and more.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment options, wealth management, estate planning, insurance planning, retirement planning, tax planning and preparation services.
Who they serve
Individuals and businesses throughout Northwest Arizona, with capacity to serve clients in other regions via remote consultations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,509 | $173M |
| High Net Worth Individuals | 17 | $23M |
| Charitable Organizations | 1 | $1.2M |
| State/Municipal Entities | 1 | — |
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Preston Investments has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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