Comprehensive Capital Management, Inc.

Comprehensive Capital Management, Inc. (CRD# 119890) is a financial advisory firm headquartered in Rockaway, NJ. They manage $272,937,466 in 2,151 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    273
    MILLION
  • Total Number of Accounts
    2,151
    ACCOUNTS
  • Average Account Value
    $126,889
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
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.

AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, MI, NC, NE, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Comprehensive Capital Management, Inc.
Showing 1 - 10 of 17 top financial advisors.
1
Jeffery J. Fox
CRD#: 3030562
12900 Hall Road Suite 170, Sterling Heights, MI 48313
96
Wealthminder
score

Jeffery Fox (CRD# 3030562) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Sterling Heights, MI and has over 20 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.

2
Jerry F. Lynch
CRD#: 3079013
241 Route 46 West, Bld D, Fairfield, NJ 07004
96
Wealthminder
score

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.

3
Robert A. Rusnak
CRD#: 2813434
2001 Route 46, Suite 506, Parsippany, NJ 07054
96
Wealthminder
score

Robert Rusnak (CRD# 2813434) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Parsippany, NJ and has over 21 years of experience in the finance industry.

4
Timothy L. Smith
CRD#: 1407004
2001 Route 46, Suite 506, Parsippany, NJ 07054
96
Wealthminder
score

Timothy Smith (CRD# 1407004) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Parsippany, NJ and has over 31 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.

5
John J. Bello
CRD#: 1672841
2001 Route 46, Suite 506, Parsippany, NJ 07054
93
Wealthminder
score

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.

6
Manos G. Cito
CRD#: 2318880
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866
93
Wealthminder
score

Manos Cito (CRD# 2318880) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Rockaway, NJ and has over 25 years of experience in the finance industry.

7
Dov B. Fobar
CRD#: 2354557
New York, NY
93
Wealthminder
score

Dov Fobar (CRD# 2354557) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in New York, NY and has over 24 years of experience in the finance industry.

8
James F. Geld
CRD#: 2694899
Boca Raton, FL
93
Wealthminder
score

James Geld (CRD# 2694899) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Boca Raton, FL and has over 22 years of experience in the finance industry.

9
Daniel R. Hodge
CRD#: 5472702
1221 Third Street, Beaver, PA 15009
93
Wealthminder
score

Daniel Hodge (CRD# 5472702) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Beaver, PA and has over 9 years of experience in the finance industry.

10
Lori A. Hodge
CRD#: 3221948
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866
93
Wealthminder
score

Lori Hodge (CRD# 3221948) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Rockaway, NJ and has over 19 years of experience in the finance industry.

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