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| Happy Holidays!! thanks for using AUM13F!! |
| Comprehensive Financial Consultants Institutional Inc
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| CRD # | 128257 |
| SEC # | 801-62834 |
| CIK # | 0001915714 |
| AUM | $515.1 M (2025-02-15) |
| Employees | 20 (90% Investors, 45% Brokers) |
| Phone | 812-334-3190 |
| Address | 674 S College Avenue Bloomington, IN 47403 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 8.5 | ||
| Microsoft Corp | 7.3 | ||
| Broadcom Inc | 6.7 | ||
| Apple Inc | 6.1 | ||
| Tyco International Ltd /Ber/ | 5.8 | ||
| Eaton Corp Ltd | 5.6 | ||
| Home Depot Inc | 5.3 | ||
| Wal Mart Stores Inc | 5.2 | ||
| Marathon Petroleum Corp | 4.8 | ||
| CME Group Inc | 4.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 988 | 211.8 |
| (b) Individuals (high net worth individuals) | 120 | 258.3 |
| (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 | 5 | 45.0 |
| (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 | 2,612 | 515.1 |
| By Discretionary | ||
| Discretionary | 2,612 | 515.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,612 | 515.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 515.1 | |
| Total | 2,612 | 515.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001915714] |
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|---|---|---|
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Wespac Advisors Socal LLC
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CA | 0.5 |
|
Consolidated Financial Management Group LLC
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OH | 0.5 |
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Affinity Investment Group LLC
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NH | 0.5 |
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Carl Stuart Investment Advisor Inc
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TX | 0.5 |
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Kreitler Financial LLC
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CT | 0.5 |
|
Hamel Associates Inc
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NJ | 0.5 |
|
Richards Merrill & Peterson Inc
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WA | 0.5 |
|
Long Run Wealth Advisors LLC
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|
NY | 0.5 |
|
Modus Advisors LLC
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|
MN | 0.5 |
|
The Legacy Financial Group Inc
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|
OK | 0.5 |