Unclaimed Profile

Timothy Raymond Sarhatt

COMPREHENSIVE FINANCIAL MANAGEMENT LLC·LOS GATOS, California

Clean recordCOMPREHENSIVE FINANCIAL MANAGEMENT LLC

720 UNIVERSITY AVENUE, LOS GATOS, CA 95032-7606CRD# 6173797Firm CRD# 159641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Raymond Sarhatt · LOS GATOS, CA

Registration

CRD #6173797 · COMPREHENSIVE FINANCIAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Timothy Raymond Sarhatt is a registered financial advisor based in LOS GATOS, California, affiliated with COMPREHENSIVE FINANCIAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COMPREHENSIVE FINANCIAL MANAGEMENT LLC

AUM

$16.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at COMPREHENSIVE FINANCIAL MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6173797

Firm CRD# 159641

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy Raymond Sarhatt offer?

Timothy Raymond Sarhatt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS GATOS, California for a consultation.

What are Timothy Raymond Sarhatt's credentials?

Timothy Raymond Sarhatt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Raymond Sarhatt located?

Timothy Raymond Sarhatt is based in LOS GATOS, California, working with COMPREHENSIVE FINANCIAL MANAGEMENT LLC. Their office serves clients in the LOS GATOS metropolitan area and surrounding communities.

How does Timothy Raymond Sarhatt charge for services?

Timothy Raymond Sarhatt's firm is compensated through hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMPREHENSIVE FINANCIAL MANAGEMENT LLC?

COMPREHENSIVE FINANCIAL MANAGEMENT LLC has approximately 36 employees and manages $16.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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