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COMPREHENSIVE INVESTMENT SOLUTIONS, LLC
COMPREHENSIVE INVESTMENT SOLUTIONS, LLC
YARDLEY, Pennsylvania
·
6 registered advisors
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CRD# 119284
SEC# 801-61967
215-497-5050
01
Firm Overview
AUM
$444M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COMPREHENSIVE INVESTMENT SOLUTIONS, LLC
6 registered advisors
Bruce Harris Benjamin
YARDLEY, Pennsylvania
CRD# 4362670
Diane Nmn Decesare
YARDLEY, Pennsylvania
CRD# 4362682
Edward Joseph Reitmeyer
YARDLEY, Pennsylvania
CRD# 4362861
Jane Nmn Scaccetti-Fumo
YARDLEY, Pennsylvania
CRD# 4362867
Ronald Herbert Drucker
YARDLEY, Pennsylvania
CRD# 4362690
Ronald Joseph Beckman
YARDLEY, Pennsylvania
CRD# 4362663
05
Office Locations
YARDLEY, Pennsylvania
6 advisors
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Data sourced from SEC Form ADV filings. COMPREHENSIVE INVESTMENT SOLUTIONS, LLC (CRD# 119284) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.