Comprehensive Wealth Management
RIASEC Registered
Total AUM
$1.5M
Discretionary
$0
0% of AUM
Avg account
$375K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 144891
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Comprehensive Wealth Management operates as a sole proprietorship, focusing on portfolio management for individuals and small businesses. The firm also functions as an insurance broker, providing a range of financial services tailored to meet the needs of its clients. While the firm does not actively engage in ESG investing, it has carved out a niche in managing assets for a select clientele, emphasizing personalized service and tailored investment strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Contacts
1 of 1David Ingram
OwnerCRD 2076518
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations