Comprehensive Financial Consultants Institutional Inc

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Assets, Funds, Holdings

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Comprehensive Financial Consultants Institutional Inc
CRD #128257
SEC #801-62834
CIK #0001915714
AUM $432.4 MM (2024-02-22)
Employees 20 (90% Investors, 45% Brokers)
Phone812-334-3190
Address674 S College Avenue
Bloomington, IN 47403
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4503602701809002004201120182025
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 ($MM)
3002401801206002022202320242025
AUM Breakdown Accounts AUM ($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
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