AdvisorOS Directory
Claim Profile
TS

Timothy Liam Smith

COMPREHENSIVE CAPITAL MANAGEMENT, INC.·ROCKAWAY, New Jersey
Unclaimed Profile
100 ENTERPRISE DRIVE, SUITE 504, ROCKAWAY, NJ 07866CRD# 1407004Firm CRD# 119890
01

About

Timothy Liam Smith is a registered financial advisor based in ROCKAWAY, New Jersey, affiliated with COMPREHENSIVE CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
AUM
$48M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at COMPREHENSIVE CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other advisory services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1407004
Firm CRD# 119890
6 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROCKAWAY?

Browse all registered financial advisors in ROCKAWAY, New Jersey or claim this profile if it's yours.

Browse ROCKAWAY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Timothy Liam Smith offer?
Timothy Liam Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKAWAY, New Jersey for a consultation.
What are Timothy Liam Smith's credentials?
Timothy Liam Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Liam Smith located?
Timothy Liam Smith is based in ROCKAWAY, New Jersey, working with COMPREHENSIVE CAPITAL MANAGEMENT, INC.. Their office serves clients in the ROCKAWAY metropolitan area and surrounding communities.
How does Timothy Liam Smith charge for services?
Timothy Liam Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPREHENSIVE CAPITAL MANAGEMENT, INC.?
COMPREHENSIVE CAPITAL MANAGEMENT, INC. has approximately 11 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ROCKAWAY
Christina Lauren Jennings — COMPREHENSIVE CAPITAL MANAGEMENT, INC.Glenn Aufrichtig — COMPREHENSIVE CAPITAL MANAGEMENT, INC.Tara Hally Smith — AURORA PRIVATE WEALTH, INC.Andrew Charles Nussbaum — AURORA PRIVATE WEALTH, INC.Sean Michael Jennings — COMPREHENSIVE CAPITAL MANAGEMENT, INC.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile