|
⚲
|
| Comprehensive Financial Planning Inc
✚
|
|
|---|---|
| CRD # | 110937 |
| SEC # | 801-55646 |
| CIK # | 0001287075 |
| AUM | $363.2 MM (2024-05-24) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 717-569-6667 |
| Address | 5995 Lemon Street East Petersburg, PA 17520-1329 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 434 | 64.4 |
| (b) Individuals (high net worth individuals) | 110 | 182.4 |
| (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 | 5 | 78.6 |
| (h) Charitable organizations | 2 | 28.0 |
| (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 | 5 | 9.7 |
| (n) Other | 0 | 0.0 |
| Total | 556 | 363.2 |
| By Discretionary | ||
| Discretionary | 519 | 330.2 |
| Non-Discretionary | 37 | 33.0 |
| Total | 556 | 363.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 363.2 | |
| Total | 556 | 363.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| SC 13G | [0001287075] |
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|---|---|---|
|
Physicians Financial Services Inc
✚
|
NC | 0.4 |
|
Strategic Advocates LLC
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|
UT | 0.4 |
|
Alliance Wealth Management Group LLC
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NJ | 0.4 |
|
Aurora Private Wealth Inc
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|
Capshift Advisors LLC
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MA | 0.4 |
|
Roth Financial Partners LLC
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TX | 0.4 |
|
Truvestments Capital LLC
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|
FL | 0.4 |
|
Inlight Wealth Management LLC
✚
|
GA | 0.4 |
|
Pavion Blue Capital LLC
✚
|
CA | 0.4 |
|
Edge Financial Advisors LLC
✚
|
IL | 0.4 |