COMPREHENSIVE FINANCIAL MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$18,518,437,773
Discretionary
$18,518,437,773
Non-discretionary
$0
Firm details
- CRD number
- 159641
- SEC file number
- 801-73689
- Main office
- LOS GATOS, CA, United States
- Employees
- 38
- SEC status
- Approved
- Fee structure
-
Hourly Fixed fees Performance-based
As of October 2026.