Comprehensive Financial Management LLC

Comprehensive Financial Management LLC (CRD# 159641) is a financial advisory firm headquartered in Los Gatos, CA. They manage $16,674,688,257 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
720 University Avenue, Suite 200, Los Gatos, CA 95032
By the Numbers
  • Total Assets Under Management
    16,675
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $555,822,942
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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