Comprehensive Investment Management, LLC

Comprehensive Investment Management, LLC (CRD# 133272) is a financial advisory firm headquartered in , . They manage $40,353,026 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://cimontheweb.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $1,090,622
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Comprehensive Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brian Collins, financial advisor Philadelphia PA
Brian A. Collins
CRD#: 4604546
Philadelphia, PA

Brian Collins (CRD# 4604546) is an Investment Advisor Representative working at Comprehensive Investment Management, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.

2
Michael Collins, financial advisor Philadelphia PA
Michael C. Collins
CRD#: 4604542
Philadelphia, PA

Michael Collins (CRD# 4604542) is an Investment Advisor Representative working at Comprehensive Investment Management, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.

3
Harry McCullough, financial advisor Philadelphia PA
Harry J. McCullough
CRD#: 2937904
Philadelphia, PA

Harry McCullough (CRD# 2937904) is an Investment Advisor Representative working at Comprehensive Investment Management, LLC in Philadelphia, PA and has over 26 years of experience in the finance industry.

4
Mercedes Petrellis, financial advisor North Wales PA
Mercedes M. Petrellis
CRD#: 7456740
North Wales, PA

Mercedes Petrellis (CRD# 7456740) is an Investment Advisor Representative working at Comprehensive Investment Management, LLC in North Wales, PA and has over 2 years of experience in the finance industry.

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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