Comprehensive Money Management Services LLC

Overview

Comprehensive Money Management Services LLC is a privately owned independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is owned by an individual and serves both individual/family clients and institutional clients. Its advisory offering combines financial planning with portfolio management for individuals, small businesses and larger business or institutional accounts. The firm also operates as a salesperson of other financial products. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements, plus other fee structures for certain services. The firm does not self-identify as a capital allocator, is not an active ESG investor, and does not operate as a multistate adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices