Adviser Profile
| As of Date | 06/22/2025 |
| Registration status | Registration Changed to COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 162,586,000 1% |
| of that, discretionary | 140,684,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 298,871 -2% |
| % High Net Worth | 36.97% -2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds