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Timothy Liam Smith

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Liam Smith · ROCKAWAY, NJ
Registration
CRD #1407004 · COMPREHENSIVE CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
6 disclosures on file · See FINRA BrokerCheck for full record
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at COMPREHENSIVE CAPITAL MANAGEMENT, INC.

Christina Lauren Jennings
ROCKAWAY, NJ
Carl Forman
PARSIPPANY, NJ
Glenn Aufrichtig
ROCKAWAY, NJ
Ronald Sidney Rollins
PARSIPPANY, NJ
Sean Michael Jennings
ROCKAWAY, NJ
Tonya Marie Coutant
ROCKAWAY, NJ

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