PRESTON ADVISORY SERVICES LLC
C45
CRD 289926·SEC 801-132449·KINGMAN, AZ
AUM
$197.7M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$593K
@ 30% margin
Est. Deal Value
$4.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals Other | 2,509 |
| Individuals High Net Worth | 17 |
| Pension Profit Sharing Plans | 1 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'25 · 3 advisors
'26 · 3 advisors
'25'26
3 advisors → 3 advisors▬ 0%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Fdic Zip Top Banks
Wells Fargo Bank, National Association
JPMorgan Chase Bank, National Association
Compliance & brand
All other collected signals (24)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
Wells Fargo Bank, National AssociationKingman, AZ
MISSION BANKKingman, AZ
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 52,636 |
| Returns | 4,070 |
Stub 2
| AGI | 132,453 |
| Returns | 3,680 |
Stub 3
| AGI | 104,116 |
| Returns | 1,700 |