Comprehensive Investment Solutions LLC

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Assets, Funds, Holdings

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Comprehensive Investment Solutions LLC
CRD #119284
SEC #801-61967
CIK #
AUM
Employees 11 (64% Investors, 0% Brokers)
Phone215-497-5050
Address1002 Floral Vale Blvd
Yardley, PA 19067
Source [IAPD] [Website]
Total AUM ($M)
4503602701809002003201020172024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 1,177 444.1
By Discretionary
Discretionary 801 357.3
Non-Discretionary 376 86.8
Total 1,177 444.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 444.1
Total 1,177 444.1
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