Comprehensive Capital Management, Inc.
Comprehensive Capital Management, Inc. (CRD# 119890) is a financial advisory firm headquartered in Parsippany, NJ. They manage $203,494,222 in 1,923 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management203MILLION
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Total Number of Accounts1,923ACCOUNTS
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Average Account Value$105,821
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WA
Jeffery Fox (CRD# 3030562) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Parsippany, NJ and has over 19 years of experience in the finance industry. Jeffery Fox 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.
Jerry Lynch (CRD# 3079013) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Fairfield, NJ and has over 19 years of experience in the finance industry. Jerry Lynch 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.
Robert Rusnak (CRD# 2813434) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Parsippany, NJ and has over 20 years of experience in the finance industry.
Timothy Smith (CRD# 1407004) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Parsippany, NJ and has over 30 years of experience in the finance industry. Timothy Smith 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.
John Bello (CRD# 1672841) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Parsippany, NJ and has over 25 years of experience in the finance industry.
Manos Cito (CRD# 2318880) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Parsippany, NJ and has over 24 years of experience in the finance industry.
Dov Fobar (CRD# 2354557) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Weehawken, NJ and has over 24 years of experience in the finance industry.
James Geld (CRD# 2694899) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Boca Raton, FL and has over 21 years of experience in the finance industry.
Daniel Hodge (CRD# 5472702) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Parsippany, NJ and has over 9 years of experience in the finance industry.
Lori Hodge (CRD# 3221948) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Parsippany, NJ and has over 18 years of experience in the finance industry.