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COMPREHENSIVE FINANCIAL MANAGEMENT LLC

LOS GATOS, CA · CRD 159641 · IAPD ↗ · 408-358-3316

$18.52BRegulatory AUM
15Advisory reps
38Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
January 2025 — COMPREHENSIVE FINANCIAL MANAGEMENT LLC filed an Item 4A succession naming COMPREHENSIVE FINANCIAL MANAGEMENT LLC (CRD 159641) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.