COMPREHENSIVE PLANNING ASSOCIATES, LTD.

COMPASS
WESTPORT, Connecticut·2 registered advisors·CRD# 158280
SEC# 801-72511203-454-5970
01

Firm Overview

AUM
$32M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COMPREHENSIVE PLANNING ASSOCIATES, LTD.

2 registered advisors
Carol Ann Mcclatchie
WESTPORT, Connecticut
Gretchen M Brunner
WESTPORT, Connecticut
05

Office Locations

WESTPORT, Connecticut
2 advisors

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Data sourced from SEC Form ADV filings. COMPREHENSIVE PLANNING ASSOCIATES, LTD. (CRD# 158280) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.