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Home > Retirement Planners > new jersey > rockaway > COMPREHENSIVE CAPITAL MANAGEMENT, INC.
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
100 Enterprise Drive, Suite 504
Rockaway, New Jersey 07866
Tel: 973-394-0404
About COMPREHENSIVE CAPITAL MANAGEMENT, INC.
COMPREHENSIVE CAPITAL MANAGEMENT, INC, formally registered with the SEC as COMPREHENSIVE CAPITAL MANAGEMENT, INC. The firm was established in 04/19/2002. They have over 7 offices throughout the country.
COMPREHENSIVE CAPITAL MANAGEMENT, INC. is a Rockaway, New Jersey based Financial Planning firm with nearly $48,291,805 assets under management, offering retirement planning & investment advisory services to 570 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119890 |
| SEC# | 801-61068 |
| Assets Managed by Firm | $48,291,805 |
| No. of Clients | 570 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Market timing services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 570 | $48,291,805 |
| Individuals (other than high net worth individuals) | 569 | $46,217,391 |
| High net worth individuals | 1 | $2,074,414 |
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