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| Happy Holidays!! thanks for using AUM13F!! |
| Comprehensive Money Management Services LLC
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| CRD # | 121061 |
| SEC # | 801-133720 |
| CIK # | 0002058921 |
| AUM | $162.6 M (2025-07-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 786-261-6100 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002058921 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Weyerhaeuser Co | 2.1 | ||
| Kinder Morgan Inc | 1.9 | ||
| iShares Comex Gold Trust | 1.6 | ||
| Iron Mountain Inc | 1.5 | ||
| Wheaton Precious Metals Corp | 1.5 | ||
| Blackstone Group LP | 1.4 | ||
| Brookfield Infrastructure Corp | 1.3 | ||
| Global MOFY Metaverse Ltd | 1.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 17.9 |
| (b) Individuals (high net worth individuals) | 44 | 138.6 |
| (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 | 4.9 |
| (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 | 0 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 544 | 162.6 |
| By Discretionary | ||
| Discretionary | 436 | 140.7 |
| Non-Discretionary | 108 | 21.9 |
| Total | 544 | 162.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 162.4 | |
| Total | 544 | 162.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002058921] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ASL Financial LLC
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|
CA | 0.2 |
|
Fenton Gregory Coleman
✚
|
MA | 0.2 |
|
Harding Wealth Inc
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|
AZ | 0.2 |
|
Osprey Private Wealth LLC
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|
NY | 0.2 |
|
Sequoia Planning & Investments LLC
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|
0.2 | |
|
Meyer Capital Management LLC
✚
|
OH | 0.2 |
|
Private Client Asset Management Inc
✚
|
NY | 0.2 |
|
Great River Financial LLC
✚
|
MN | 0.2 |
|
Newbore Wealth Management Inc
✚
|
OR | 0.2 |
|
Tilden Loucks & Woodnorth LLC
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|
IL | 0.2 |