COMPREHENSIVE FINANCIAL MANAGEMENT LLC

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

About COMPREHENSIVE FINANCIAL MANAGEMENT LLC

COMPREHENSIVE FINANCIAL MANAGEMENT LLC, formally registered with the SEC as COMPREHENSIVE FINANCIAL MANAGEMENT LLC. The firm was established in 03/20/2012. They have over 1 offices throughout the country.

COMPREHENSIVE FINANCIAL MANAGEMENT LLC is a Los Gatos, California based Financial Planning firm with nearly $16,674,688,257 assets under management, offering retirement planning & investment advisory services to 30 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159641
SEC#	801-73689
Assets Managed by Firm	$16,674,688,257
No. of Clients	30
No. of Advisors	36

Fee Structure

Hourly charges
Fixed fees
Performance Based

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

Firm Client Information

	No. of Clients	AUM
Firm Total	30	$16,674,688,257
High net worth individuals	13	$15,340,679,123
Charitable organizations	12	$426,664,318

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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