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COMPREHENSIVE FINANCIAL PLANNING, INC.
Tel: 717-569-6667
5995 Lemon Street East Petersburg, Pennsylvania 17520-1329
COMPREHENSIVE FINANCIAL PLANNING, INC.
COMPREHENSIVE FINANCIAL PLANNING, INC. is a East Petersburg, Pennsylvania based financial advisory firm with nearly $363,150,497 in assets under management and provides investment advisory services for 556 clients. There are currently 6 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 , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
110937
SEC#:
801-55646
No. of Clients:
556
Assets under Management
$363,150,497
No. of Advisors:
6
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