Comprehensive Financial Planning Inc
Comprehensive Financial Planning Inc is an SEC-registered ria with $64.5M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Comprehensive Financial Planning Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109772, data through 2011-12-20.
- AUM (assets under management / regulatory AUM)
- $64.5M (2011-12-20)
- Firm type
- Ria
- CRD
- 109772
- Ownership
- HOWE, RAYMOND, LEE
How much AUM does Comprehensive Financial Planning Inc have?
Comprehensive Financial Planning Inc reported $64.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2011-12-20).
Who owns Comprehensive Financial Planning Inc?
Disclosed owners and executives of Comprehensive Financial Planning Inc include HOWE, RAYMOND, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.