Comprehensive Capital Management, Inc.

Comprehensive Capital Management, Inc. (CRD# 119890) is a financial advisory firm headquartered in Rockaway, NJ. They manage $64,143,575 in 628 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    628
    ACCOUNTS
  • Average Account Value
    $102,139
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, FL, IL, KS, MI, NC, NJ, NY, OH, OR, PA, SC, TX, VA

Financial Advisors at Comprehensive Capital Management, Inc.
Showing 11 - 12 of 12 top financial advisors.
11
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 2 years of experience in the finance industry.

12
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 29 years of experience in the finance industry.

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