Overview
Assets Under Management: $515 million
Headquarters: BLOOMINGTON, IN
High-Net-Worth Clients: 120
Average Client Assets: $2 million
Frequently Asked Questions
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. 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 #128257), COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. is subject to fiduciary duty under federal law.
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. is headquartered in BLOOMINGTON, IN.
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. serves 120 high-net-worth clients according to their SEC filing dated August 19, 2025. View client details ↓
According to their SEC Form ADV, COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. manages $515 million in client assets according to their SEC filing dated August 19, 2025.
According to their SEC Form ADV, COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.15
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,612
Discretionary Accounts: 2,612
Regulatory Filings
CRD Number: 128257
Filing ID: 2010455
Last Filing Date: 2025-08-19 16:54:00
Website: https://cfci.us