Comprehensive Capital Management, Inc.

Comprehensive Capital Management, Inc. (CRD# 119890) is a financial advisory firm headquartered in Rockaway, NJ. They manage $111,012,465 in 498 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    498
    ACCOUNTS
  • Average Account Value
    $222,917
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, KS, MA, MD, MI, NC, NE, NJ, NY, OH, OR, PA, SC, TX, VA

Financial Advisors at Comprehensive Capital Management, Inc.
Showing 1 - 10 of 13 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 22 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 34 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 27 years of experience in the finance industry.

4
Jeffery J. Fox
CRD#: 3030562
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866

Jeffery Fox (CRD# 3030562) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Rockaway, NJ and has over 22 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.

5
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 24 years of experience in the finance industry.

6
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 34 years of experience in the finance industry.

7
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 12 years of experience in the finance industry.

8
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 27 years of experience in the finance industry.

9
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 21 years of experience in the finance industry.

10
Jerry F. Lynch
CRD#: 3079013
241 Route 46 West, Bld D, Fairfield, NJ 07004

Jerry Lynch (CRD# 3079013) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Fairfield, NJ and has over 22 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.

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