Overview
Assets Under Management: $187 million
Headquarters: CICERO, IN
High-Net-Worth Clients: 61
Average Client Assets: $1.8 million
Frequently Asked Questions
COMPREHENSIVE FINANCIAL CONSULTANTS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310603), COMPREHENSIVE FINANCIAL CONSULTANTS is subject to fiduciary duty under federal law.
COMPREHENSIVE FINANCIAL CONSULTANTS is headquartered in CICERO, IN.
COMPREHENSIVE FINANCIAL CONSULTANTS serves 61 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, COMPREHENSIVE FINANCIAL CONSULTANTS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
COMPREHENSIVE FINANCIAL CONSULTANTS manages $187 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, COMPREHENSIVE FINANCIAL CONSULTANTS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.98%
Average Client Assets: $1.8 million
Total Client Accounts: 1,123
Discretionary Accounts: 1,121
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 310603
Filing ID: 2074502
Last Filing Date: 2026-03-17 09:05:07