Comprehensive Financial Management LLC

Comprehensive Financial Management LLC (CRD# 159641) is a financial advisory firm headquartered in Los Gatos, CA. They manage $16,571,837,064 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16,572
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $571,442,657
Compensation Options
  • Hourly charges
  • Performance-based 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Comprehensive Financial Management LLC
No Advisor Found.
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