COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.

674 S. College Avenue
Bloomington, Indiana 47403
Tel: 812-334-3190

About COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.

COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC, formally registered with the SEC as COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. The firm was established in 03/04/2004. They have over 2 offices throughout the country.

COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. is a Bloomington, Indiana based Financial Planning firm with nearly $515,086,117 assets under management, offering retirement planning & investment advisory services to 2612 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128257
SEC#	801-62834
Assets Managed by Firm	$515,086,117
No. of Clients	2612
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (FINANCIAL CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2612	$515,086,117
Individuals (other than high net worth individuals)	988	$211,787,154
High net worth individuals	120	$258,291,697
Charitable organizations	5	$45,007,266

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