COMPREHENSIVE CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2002

Total AUM

$77.5M

Discretionary

$77.5M

100% of AUM

Avg account

$33.2K

Accounts

2,334

Employees

Advisory reps

Firm details

Headquarters: TOTOWA, New Jersey
CRD number: 119890
Registered since: April 19, 2002
Website: www.harperandhodge.com
Custodians: CAPITAL CLIENT GROUP, INC., PERSHING LLC, NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersMarket Timing Services

Firm profile

FINTRX

Overview

Comprehensive Capital Management, Inc. is a corporation established as an insurance broker-dealer that has been SEC-registered since 2002 and is owned by an individual. The firm serves primarily individuals and families, acting as an allocator to outside managers and offering a mix of financial planning and portfolio management services for individuals, small businesses and institutional clients. Its advisory services, as reported on filings, include financial planning, portfolio management, pension consulting services, selection of other advisers and market timing services. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm indicates it is not an active ESG investor and reports relationships with other industry entities, including a broker-dealer and an insurance company.