1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2COMPREHENSIVE INVESTMENT SOLUTIONS INC

Map pinYARDLEY, PA
Phone215-497-5050
NotebookSEC #801-55258
Total AUM
$124.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1002 FLORAL VALE BLVD
YARDLEY
PA 19067
USA
Operating Hours
9AM-5PM
Monday - Friday
Phone
215-497-5050

ReceiptFinancials

Total AUM
$124.7M
Accounts
141
Discretionary
$0
Accounts
0
Non-Discretionary
$124.7M
Accounts
141

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account