COMPREHENSIVE ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
7
Advisory reps
2

Firm details

Headquarters
LANSDALE, Pennsylvania
CRD number
289316
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Comprehensive Advisors, LLC operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm concentrates on serving individual and family clients and offers financial planning services as its primary advisory activity. Its fee model is non-assets-under-management: the firm charges hourly fees and fixed fees rather than percentage-based advisory fees. FINTRX data indicates the firm is not a capital allocator, is not an active ESG investor, and does not identify as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • ROBERT FINK

    Financial AdvisorCRD 2500226

  • TIMOTHY WAITE

    Financial AdvisorCRD 2254265

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LANSDALE, PA

MONTGOMERY

Location

LANSDALE, PA

Headquartered in LANSDALE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
1110 N Broad St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth