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Building 2COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC

Map pin
Phone786-261-6100
NotebookSEC #801-133720
Total AUM
$200.3M
Employees
2
Clients
111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
786-261-6100

ReceiptFinancials

Total AUM
$200.3M
Accounts
500
Discretionary
$171.8M
Accounts
392
Non-Discretionary
$28.5M
Accounts
108

ContactClients

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Individual Clients
53
AUM
$14M
HNW Individual Clients
49
AUM
$172.5M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$12.9M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
2
AUM
$830.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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