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| Happy Holidays!! thanks for using AUM13F!! |
| Comprehensive Planning Associates Inc
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|---|---|
| CRD # | 115932 |
| SEC # | 801-132219 |
| CIK # | |
| AUM | $117.4 M (2025-04-09) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 800-472-1844 |
| Address | 29 School Street Lebanon, NH 03766 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 34.8 |
| (b) Individuals (high net worth individuals) | 36 | 81.4 |
| (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 | 4 | 1.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 369 | 117.4 |
| By Discretionary | ||
| Discretionary | 369 | 117.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 369 | 117.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.4 | |
| Total | 369 | 117.4 |
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|---|---|---|
|
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✚
|
MI | 0.1 |
|
Arbalpha Capital LLC
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FL | 0.1 |
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0.1 | |
|
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TX | 0.1 |
|
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✚
|
SC | 0.1 |
|
Elemental Capital Partners LLC
✚
|
0.1 | |
|
Bulwark Capital Corporation
✚
|
0.1 | |
|
BH Asset Management LLC
✚
|
NY | 0.1 |
|
Money Management Concepts Inc
✚
|
FL | 0.1 |
|
Kingdom Legacy Advisors Corporation
✚
|
0.1 |