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).
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Total Assets Under Management40MILLION
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Total Number of Accounts647ACCOUNTS
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Average Account Value$62,558
- 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, FL, IL, KS, MI, NC, NJ, NY, OH, OR, PA, SC, TX, VA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.