Comprehensive Financial Planning Inc

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CAFR Data
Comprehensive Financial Planning Inc
CRD #110937
SEC #801-55646
CIK #
AUM $122.3 MM (94% Disc, 100% US)
Employees5 (100% Investors, 100% Brokers)
Phone717-569-6667
Address5995 Lemon Street
East Petersburg, PA 17520-1329
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
2902321741165802000200620132020
Comparable Firms State AUM ($BB)
PM Wealth Management LLC
NY 0.1
Johnson Wealth Management LLC
ND 0.1
Clay Northam Wealth Management LLC
CA 0.1
Novapoint Capital LLC
GA 0.1
First Advisors National LLC
GA 0.1
EKS Associates LLC
NJ 0.1
Golden State Asset Management LLC
CA 0.1
Acorn Capital Management LLC
PA 0.1
Parasol Investment Management LLC
IL 0.1
Visionary Horizons LLC
TN 0.1
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