Comprehensive Financial Management LLC


Assets, Funds, Holdings

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Comprehensive Financial Management LLC
CRD #159641
SEC #801-73689
AUM $14.2 BB (100% Disc, 100% US)
Employees29 (28% Investors, 0% Brokers)
Address720 University Avenue
Los Gatos, CA 95032-7606
Source [IAPD] [Website]
Total AUM ($BB)
Comparable Firms State AUM ($BB)
PNC Investments LLC
PA 14.6
Robeco USA LLC
NY 14.4
World Asset Management LLC
MI 14.3
Wasatch Advisors Inc
UT 14.3
Guided Choice Asset Management Inc
CA 14.2
Banc of America Investment Services Inc
NC 14.1
Virtus Fund Advisers LLC
CT 14.0
Wells Fargo Investments LLC
CA 13.9
Capital Strategies Investment Group LLC
IL 13.8
ABN AMRO Asset Management USA LLC
IL 13.7
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