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COMPREHENSIVE FINANCIAL MANAGEMENT LLC
COMPREHENSIVE FINANCIAL MANAGEMENT LLC
LOS GATOS, California
·
7 registered advisors
·
CRD# 159641
SEC# 801-73689
0
408-358-3316
01
Firm Overview
AUM
$16.7B
Regulatory assets under management
Employees
36
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COMPREHENSIVE FINANCIAL MANAGEMENT LLC
7 registered advisors
Gregory Reed Hardester
LOS GATOS, California
CRD# 6006430
Jeffrey Colin Mohr
LOS GATOS, California
CRD# 6902840
Jeffrey Robert Alvord
LOS GATOS, California
CRD# 6174468
Michael Gilbert Mohr
LOS GATOS, California
CRD# 1435017
Nicholas Ray Brown
LOS GATOS, California
CRD# 7054786
Roger Victor Hansen
LOS GATOS, California
CRD# 6029237
Timothy Raymond Sarhatt
LOS GATOS, California
CRD# 6173797
05
Office Locations
LOS GATOS, California
7 advisors
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Data sourced from SEC Form ADV filings. COMPREHENSIVE FINANCIAL MANAGEMENT LLC (CRD# 159641) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.