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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Comprehensive Financial Management LLC
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| CRD # | 159641 |
| SEC # | 801-73689 |
| CIK # | 0001799802, 0002064812 |
| AUM | $17.9 B (2025-04-18) |
| Employees | 37 (41% Investors, 0% Brokers) |
| Phone | 408-358-3316 |
| Address | 720 University Avenue Los Gatos, CA 95032-7606 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Paypal Holdings Inc | 2.0 | ||
| eBay Inc | 0.7 | ||
| SPDR Gold Trust | 0.4 | ||
| Zoom Video Communications Inc | 0.1 | ||
| Nu Holdings Ltd | 0.1 | ||
| Workday Inc | 0.0 | ||
| Snowflake Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| MAUI Land & Pineapple Co Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 13 | 16.7 |
| (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 | 12 | 0.4 |
| (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 | 5 | 0.9 |
| Total | 30 | 17.9 |
| By Discretionary | ||
| Discretionary | 30 | 17.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 30 | 17.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 17.9 | |
| Total | 30 | 17.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001799802] | |
| D | [0002064812] |
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