Comprehensive Capital Management Inc

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Assets, Funds, Holdings

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Comprehensive Capital Management Inc
CRD #119890
SEC #801-61068
CIK #
AUM $71.0 M (2025-03-12)
Employees 11 (82% Investors, 82% Brokers)
Phone973-394-0404
Address100 Enterprise Drive, Suite 504
Rockaway, NJ 07866
Source [IAPD] [Website]
Total AUM ($M)
60048036024012002002201020182026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 2,101 64.5
(b) Individuals (high net worth individuals) 4 6.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2,105 71.0
By Discretionary
Discretionary 2,105 71.0
Non-Discretionary 0 0.0
Total 2,105 71.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 71.0
Total 2,105 71.0
Comparable Firms State AUM ($B)
XPS Capital LLC
VA 0.1
Buffalo First Wealth Management LLC
NY 0.1
Betteredge Capital LLC
NY 0.1
Seaside Advisory Services Inc
CA 0.1
CLPF LLC
0.1
The Rikoon Group LLC
0.1
Stirlingshire RIA LLC
NY 0.1
ANEW Advisors LLC
WI 0.1
Canterbury Investment Management LLC
IN 0.1
ATCAP Partners LLC
MD 0.1
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