Comprehensive Money Management Services LLC

Comprehensive Money Management Services LLC (CRD# 121061) is a financial advisory firm headquartered in , . They manage $104,262,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
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By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $1,042,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Comprehensive Money Management Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Diane Macphee, financial advisor Coral Gables FL
Diane M. Macphee
CRD#: 2004221
Coral Gables, FL

Diane Macphee (CRD# 2004221) is an Investment Advisor Representative working at Comprehensive Money Management Services LLC in Coral Gables, FL and has over 33 years of experience in the finance industry.

2
William Neubauer, financial advisor Coral Gables FL
William R. Neubauer
CRD#: 2873585
Coral Gables, FL

William Neubauer (CRD# 2873585) is an Investment Advisor Representative working at Comprehensive Money Management Services LLC in Coral Gables, FL and has over 26 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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