|
⚲
|
| Keyboard |
| Comprehensive Money Management Services LLC
✚
|
|
|---|---|
| CRD # | 121061 |
| SEC # | 801-133720 |
| CIK # | 0002058921 |
| AUM | 200.3 M (2026-01-16) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 786-261-6100 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Kinder Morgan Inc | 2.1 | ||
| Weyerhaeuser Co | 1.8 | ||
| iShares Comex Gold Trust | 1.8 | ||
| Newmont Mining Corp /DE/ | 1.7 | ||
| Alphabet Inc | 1.7 | ||
| Rayonier Inc | 1.6 | ||
| Barrick Gold Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 172.5 |
| (b) Individuals (high net worth individuals) | 49 | 14.0 |
| (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 | 1 | 12.9 |
| (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 | 2 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 500 | 200.3 |
| By Discretionary | ||
| Discretionary | 392 | 171.8 |
| Non-Discretionary | 108 | 28.5 |
| Total | 500 | 200.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 200.1 | |
| Total | 500 | 200.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002058921] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 105 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Risk Management Group LLC
✚
|
MD | 200.5 M |
|
Emerald Bay Wealth Management LLC
✚
|
CA | 200.4 M |
|
US Private Wealth LLC
✚
|
FL | 200.3 M |
|
Laughlin Financial LLC
✚
|
IN | 200.2 M |
|
Thompson Capital Management LLC
✚
|
200.1 M | |
|
Chapman Investment Management LLC
✚
|
200.1 M | |
|
Radix Organization Inc
✚
|
NY | 200.1 M |
|
Genesis Wealth Advisors LLC
✚
|
MA | 200.1 M |
|
Allen Capital Management LLC
✚
|
WA | 200.0 M |
|
Hensler & Associates Wealth Management LLC
✚
|
MI | 200.0 M |