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Comprehensive Financial Consultants Institutional Inc
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CRD # | 128257 |
SEC # | 801-62834 |
CIK # | 0001915714 |
AUM | $432.4 MM (2024-02-22) |
Employees | 20 (90% Investors, 45% Brokers) |
Phone | 812-334-3190 |
Address | 674 S College Avenue Bloomington, IN 47403 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
JPM | 340,169.2 | 6.7 | |
MSFT | 1,918,222.4 | 6.5 | |
AAPL | 2,382,844.0 | 6.2 | |
ETN | 51,598.7 | 5.1 | |
AVGO | 201,282.9 | 4.6 | |
HD | 277,648.0 | 4.6 | |
MPC | 47,980.8 | 4.6 | |
MSI | 35,172.5 | 4.5 | |
MRK | 232,371.9 | 4.4 | |
WMT | 335,434.5 | 4.4 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,068 | 202.6 |
(b) Individuals (high net worth individuals) | 96 | 186.1 |
(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 | 4 | 43.7 |
(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 | 1,168 | 432.4 |
By Discretionary | ||
Discretionary | 1,168 | 432.4 |
Non-Discretionary | 0 | 0.0 |
Total | 1,168 | 432.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 432.4 | |
Total | 1,168 | 432.4 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001915714] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Disciplined Investments LLC
✚
|
OK | 0.4 |
Monument Capital Management LLC
✚
|
VA | 0.4 |
Asset Management for Professionals Inc
✚
|
WI | 0.4 |
Midwest Financial Group LLC
✚
|
KS | 0.4 |
Eaton Financial Holdings Company LLC
✚
|
FL | 0.4 |
Clare Market Investments LLC
✚
|
TX | 0.4 |
Nymbus Capital Inc
✚
|
0.4 | |
Modus Advisors LLC
✚
|
MN | 0.4 |
Mendota Financial Group LLC
✚
|
WI | 0.4 |
WICK Capital Partners LLC
✚
|
PA | 0.4 |