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| Happy Holidays!! thanks for using AUM13F!! |
| Comprehensive Financial Planning Inc
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| CRD # | 110937 |
| SEC # | 801-55646 |
| CIK # | 0001287075 |
| AUM | $419.3 M (2025-05-13) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 717-569-6667 |
| Address | 5995 Lemon Street East Petersburg, PA 17520-1329 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 456 | 70.2 |
| (b) Individuals (high net worth individuals) | 110 | 197.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 82.6 |
| (h) Charitable organizations | 2 | 33.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 35.6 |
| (n) Other | 0 | 0.0 |
| Total | 578 | 419.3 |
| By Discretionary | ||
| Discretionary | 546 | 384.0 |
| Non-Discretionary | 32 | 35.3 |
| Total | 578 | 419.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 419.3 | |
| Total | 578 | 419.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| SC 13G | [0001287075] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Laurus Global Equity Management Inc
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|
0.4 | |
|
Joyce Wealth Management LLC
✚
|
TX | 0.4 |
|
Balanced Wealth Group LLC
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OH | 0.4 |
|
SMH Capital Advisors LLC
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|
TX | 0.4 |
|
The Pines Wealth Management LLC
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|
NC | 0.4 |
|
Sindia Capital Advisers LLC
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|
NJ | 0.4 |
|
Bowman & Company SC
✚
|
WI | 0.4 |
|
Courage Miller Partners LLC
✚
|
VA | 0.4 |
|
Lane and Associates LLC
✚
|
NJ | 0.4 |
|
Integrated Quantitative Investments LLC
✚
|
0.4 |