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COMPREHENSIVE FINANCIAL PLANNING INC
2919 United Founders Blvd.
Oklahoma City, Oklahoma 73112
Tel: 405-879-1117
About COMPREHENSIVE FINANCIAL PLANNING INC
COMPREHENSIVE FINANCIAL PLANNING INC, formally registered with the SEC as COMPREHENSIVE FINANCIAL PLANNING INC. The firm was established in 05/19/1988. They have over 1 offices throughout the country.
COMPREHENSIVE FINANCIAL PLANNING INC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $172,079,229 assets under management, offering retirement planning & investment advisory services to 337 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109822 |
| SEC# | 801-31935 |
| Assets Managed by Firm | $172,079,229 |
| No. of Clients | 337 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 337 | $172,079,229 |
| Individuals (other than high net worth individuals) | 95 | $113,804,861 |
| High net worth individuals | 7 | $58,274,368 |
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