Overview
Assets Under Management: $200 million
High-Net-Worth Clients: 49
Average Client Assets: $4 million
Frequently Asked Questions
COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC 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 #121061), COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC is subject to fiduciary duty under federal law.
COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC serves 49 high-net-worth clients according to their SEC filing dated January 16, 2026. View client details ↓
According to their SEC Form ADV, COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC manages $200 million in client assets according to their SEC filing dated January 16, 2026.
According to their SEC Form ADV, COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.13
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 500
Discretionary Accounts: 392
Non-Discretionary Accounts: 108
Regulatory Filings
CRD Number: 121061
Filing ID: 2041926
Last Filing Date: 2026-01-16 10:22:36