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COMPREHENSIVE FINANCIAL MANAGEMENT LLC

Tel: 408-358-3316
720 University Avenue
Suite 110
Los Gatos, California  95032-7606

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COMPREHENSIVE FINANCIAL MANAGEMENT LLC

COMPREHENSIVE FINANCIAL MANAGEMENT LLC is a Los Gatos, California based financial advisory firm with nearly $16,674,688,257 in assets under management and provides investment advisory services for 30 clients. There are currently 36 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

Hourly charges, Fixed fees, Performance Based

Firm CRD#:

159641

SEC#:

801-73689

No. of Clients:

30

Assets under Management

$16,674,688,257

No. of Advisors:

36

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