Comprehensive Capital Management, Inc.

Comprehensive Capital Management, Inc. (CRD# 119890) is a financial advisory firm headquartered in Rockaway, NJ. They manage $40,474,820 in 647 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    647
    ACCOUNTS
  • Average Account Value
    $62,558
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, KS, MI, NC, NJ, NY, OH, OR, PA, SC, TX, VA

Financial Advisors at Comprehensive Capital Management, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Scott J. Daly
CRD#: 2932727
Douglas Manor, NY

Scott Daly (CRD# 2932727) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Douglas Manor, NY and has over 25 years of experience in the finance industry.

2
Mark Dorfman
CRD#: 1457646
700 Merrick Road, Lynbrook, NY 11563

Mark Dorfman (CRD# 1457646) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Lynbrook, NY and has over 38 years of experience in the finance industry.

3
Dov B. Fobar
CRD#: 2354557
New York, NY

Dov Fobar (CRD# 2354557) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in New York, NY and has over 30 years of experience in the finance industry.

4
James F. Geld
CRD#: 2694899
Boca Raton, FL

James Geld (CRD# 2694899) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Boca Raton, FL and has over 28 years of experience in the finance industry.

5
Raymond L. Harper
CRD#: 826868
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866

Raymond Harper (CRD# 826868) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Rockaway, NJ and has over 37 years of experience in the finance industry.

6
Daniel R. Hodge
CRD#: 5472702
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866

Daniel Hodge (CRD# 5472702) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Rockaway, NJ and has over 15 years of experience in the finance industry.

7
David L. Hodge
CRD#: 2307773
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866

David Hodge (CRD# 2307773) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Rockaway, NJ and has over 31 years of experience in the finance industry.

8
Lori A. Hodge
CRD#: 3221948
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866

Lori Hodge (CRD# 3221948) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Rockaway, NJ and has over 24 years of experience in the finance industry.

9
Zachary J. Davidson
CRD#: 6996123
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866

Zachary Davidson (CRD# 6996123) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Rockaway, NJ and has over 4 years of experience in the finance industry.

10
Alan Weingarten
CRD#: 2319459
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866

Alan Weingarten (CRD# 2319459) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Rockaway, NJ and has over 30 years of experience in the finance industry.

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