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Building 2COMPREHENSIVE WEALTH SOLUTIONS, LLC

Map pinBOCA RATON, FL
Phone877-294-4979
NotebookSEC #801-63074
Total AUM
$374.3M
Employees
3
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
433 PLAZA REAL
SUITE 275
BOCA RATON
FL 33432-9999
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
877-294-4979
Other Offices
2

ReceiptFinancials

Total AUM
$374.3M
Accounts
296
Discretionary
$374.3M
Accounts
296
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
27
AUM
$37.4M
HNW Individual Clients
33
AUM
$336.8M
Charitable Organization Clients
1
AUM
$81.6K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNHNJNYTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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