Comprehensive Capital Management, INC.

Assets Under Management

$71.0M

Number of Clients

2,105

Number of Advisors

8

Average Client AUM

$34K

AUM per Advisor

$8.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Comprehensive Capital Management, Inc. is an SEC-registered investment adviser offering various advisory services through its network of IARs. IARs provide customized advice, selecting investments and strategies subject to the firm's supervision. Services include individual portfolio management, model portfolios, retirement plan consulting, selection of third-party managers, and financial planning.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Location

100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866

8 Advisors at this firm