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
Comprehensive Money Management Services LLC
By the Numbers
-
Total Assets Under Management104MILLION
-
Total Number of Accounts100ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Comprehensive Money Management Services LLC
1
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 (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.
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