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Building 2COMPREHENSIVE FINANCIAL PLANNING, INC.

Map pinEAST PETERSBURG, PA
Phone717-569-6667
NotebookSEC #801-55646
Total AUM
$434.1M
Employees
6
Clients
592

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5995 LEMON STREET
EAST PETERSBURG
PA 17520-1329
United States
Operating Hours
9:00 AM. TO 4:00 PM. EST
Monday - Friday
Phone
717-569-6667

ReceiptFinancials

Total AUM
$434.1M
Accounts
592
Discretionary
$429.8M
Accounts
569
Non-Discretionary
$4.3M
Accounts
23

ContactClients

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Individual Clients
464
AUM
$80.6M
HNW Individual Clients
113
AUM
$225.2M
Pension/Profit Sharing Plan Clients
4
AUM
$87.8M
Charitable Organization Clients
3
AUM
$3M
Corporation or Business Clients
8
AUM
$37.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNHPAVA

HandshakeAffiliates

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

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