Comprehensive Advisors, LLC

Comprehensive Advisors, LLC (CRD# 140838) is a financial advisory firm headquartered in Lansdale, PA. They manage $97,547,649 in 601 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $162,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MO, NJ, PA

Financial Advisors at Comprehensive Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John R. Hickey
CRD#: 2748239
1000 Walnut Street Ste 110, Lansdale, PA 19446
96
Wealthminder
score

John Hickey (CRD# 2748239) is an Investment Advisor Representative working at Comprehensive Advisors, LLC in Lansdale, PA and has over 20 years of experience in the finance industry. John Hickey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark B. Zinman
CRD#: 4200377
1000 Walnut Street Ste 110, Lansdale, PA 19446
93
Wealthminder
score

Mark Zinman (CRD# 4200377) is an Investment Advisor Representative working at Comprehensive Advisors, LLC in Lansdale, PA and has over 16 years of experience in the finance industry.

3
Stephen I. Bush
CRD#: 4594630
1000 Walnut Street Ste 110, Lansdale, PA 19446
87
Wealthminder
score

Stephen Bush (CRD# 4594630) is an Investment Advisor Representative working at Comprehensive Advisors, LLC in Lansdale, PA and has 1 year of experience in the finance industry.

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