Comprehensive Money Management Services LLC

RIASEC & State Registered

Total AUM

$200M

Discretionary

$172M

86% of AUM

Avg account

$401K

Accounts

500

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 121061
Registered since: June 20, 2025
Website: www.comprehensivemoney.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI86.13%
Individuals7.01%
Charitable Organizations6.45%
Corporations / Businesses0.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

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.