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Building 2COMPREHENSIVE INVESTMENT SOLUTIONS, LLC

Map pinYARDLEY, PA
Phone215-497-5050
NotebookSEC #801-61967
Total AUM
$444.1M
Employees
11
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
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
215-497-5050

ReceiptFinancials

Total AUM
$444.1M
Accounts
1,177
Discretionary
$357.3M
Accounts
801
Non-Discretionary
$86.8M
Accounts
376

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNJNYPA

HandshakeAffiliates

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

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