Be advised. This firm is no longer registered.

Comprehensive Personal Financial Advisors

Comprehensive Personal Financial Advisors (CRD# 118192) is a financial advisory firm headquartered in Lone Tree, CO. They manage $286,688,534 in 473 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    473
    ACCOUNTS
  • Average Account Value
    $606,107
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, MA, TX

Financial Advisors at Comprehensive Personal Financial Advisors
No Advisor Found.
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