Comprehensive Financial Management LLC

RIASEC RegisteredEst. 2012

Total AUM

$18.5B

Discretionary

$18.5B

100% of AUM

Avg account

$617M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Los Gatos, California
CRD number: 159641
Registered since: March 20, 2012
Website: comp-financial.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI92.97%
Other5%
Charitable Organizations2.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Comprehensive Financial Management LLC is an independent, SEC-registered registered investment adviser formed as an LLC and operating since 2012. The firm is owner-managed and describes itself as a capital allocator that serves both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. The firm also lists accounting among its business activities. Fee arrangements are mixed: the firm uses hourly and fixed fees and can charge performance-based fees, suggesting it structures compensation to align with certain outcomes for some client mandates. Comprehensive Financial Management does not identify as an active ESG investor.