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COMPREHENSIVE FINANCIAL MANAGEMENT LLC
CRD 159641 · SEC 801-73689
720 UNIVERSITY AVENUE, SUITE 110, LOS GATOS, CA, 95032-7606, United States
Phone
408-358-3316
Fax
408-358-2487
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$18.52B
Discretionary AUM
$18.52B
Team
38 total employees; 15 advisory reps
Clients
26-50
Fees
Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 13 | $17.22B |
| Charitable organizations | 12 | $374.6M |
States served
CA
Official SEC filing: View on IAPD