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Building 2COMPREHENSIVE FINANCIAL MANAGEMENT LLC

Map pinLOS GATOS, CA
Phone408-358-3316
NotebookSEC #801-73689
Total AUM
$18.5B
Employees
38
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
720 UNIVERSITY AVENUE
SUITE 110
LOS GATOS
CA 95032-7606
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Phone
408-358-3316

ReceiptFinancials

Total AUM
$18.5B
Accounts
30
Discretionary
$18.5B
Accounts
30
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
13
AUM
$17.2B
Charitable Organization Clients
12
AUM
$374.6M
Other Clients
5
AUM
$926.4M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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