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Home > Retirement Planners > florida > boca raton > COMPREHENSIVE WEALTH SOLUTIONS, LLC
COMPREHENSIVE WEALTH SOLUTIONS, LLC
433 Plaza Real
Suite 275
Boca Raton, Florida 33432-9999
Tel: 877-294-4979
About COMPREHENSIVE WEALTH SOLUTIONS, LLC
COMPREHENSIVE WEALTH SOLUTIONS, LLC, formally registered with the SEC as COMPREHENSIVE WEALTH SOLUTIONS, LLC. The firm was established in 05/03/2004. They have over 2 offices throughout the country.
COMPREHENSIVE WEALTH SOLUTIONS, LLC is a Boca Raton, Florida based Financial Planning firm with nearly $341,227,855 assets under management, offering retirement planning & investment advisory services to 292 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131324 |
| SEC# | 801-63074 |
| Assets Managed by Firm | $341,227,855 |
| No. of Clients | 292 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 292 | $341,227,855 |
| Individuals (other than high net worth individuals) | 27 | $17,061,393 |
| High net worth individuals | 33 | $324,081,282 |
| Charitable organizations | 1 | $85,180 |
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