RIA Intel›Advisers›California›COMPREHENSIVE FINANCIAL MANAGEMENT LLC

COMPREHENSIVE FINANCIAL MANAGEMENT LLC

Advisory

N·LOS GATOS, CA

Data as of Jan 27, 2026 · Source: SEC Form ADV

Total AUM
$17.9B
1-Year AUM Growth
+7.3%
3-Year CAGR
-7.7%
Employees
15
Assets Under Management
Total AUM$17.9B
Discretionary AUM$17.9B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients30
Team
Total Employees15
Investment Advisers37
Employee Growth (1Y)+7.7%
Filing History
Total Filings on Record19
First FilingFeb 14, 2012
Latest FilingJan 27, 2026
🔒 Full AUM trend chart and 19 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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