Comprehensive Wealth Management Group, LLC

Comprehensive Wealth Management Group, LLC (CRD# 140510) is a financial advisory firm headquartered in Staten Island, NY. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
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.


Financial Advisors at Comprehensive Wealth Management Group, LLC
Showing 1 - 1 of 1 top financial advisors.
Allan Katz
CRD#: 2166004
243 Main Street, Staten Island, NY 10307
Allan Katz (CRD# 2166004) is an Investment Advisor Representative working at Comprehensive Wealth Management Group, LLC in Staten Island, NY and has over 24 years of experience in the finance industry. Allan Katz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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