Home
›
Firms
›
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.
BLOOMINGTON, Indiana
·
4 registered advisors
·
CRD# 128257
SEC# 801-62834
1
812-334-3190
01
Firm Overview
AUM
$432M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Investment Management
Wealth Management
04
Advisors at COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.
4 registered advisors
Daniel Lee Hays
BLOOMINGTON, Indiana
CRD# 4332513
David Keith Hays
BLOOMINGTON, Indiana
CRD# 2434893
Eric Quinten Giesler
BLOOMINGTON, Indiana
CRD# 2786614
Rodney Lee Holloway
BLOOMINGTON, Indiana
CRD# 2725803
05
Office Locations
BLOOMINGTON, Indiana
4 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. (CRD# 128257) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.