COMPREHENSIVE FINANCIAL MANAGEMENT LLC - Financial Advisor in California, Los Gatos

Tel: 408-358-3316 720 University Avenue Suite 110 Los Gatos, California 95032-7606

About COMPREHENSIVE FINANCIAL MANAGEMENT LLC

COMPREHENSIVE FINANCIAL MANAGEMENT LLC is a Los Gatos, California based financial advisory firm with nearly $16,674,688,257 in assets under management and provides investment advisory services for 30 clients. There are currently 36 financial advisors at the firm.

General Information

Firm CRD#:

159641

Firm SEC#:

801-73689

Assets Under Management:

$16,674,688,257

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

Hourly charges, Fixed fees, Performance Based

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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