RIA Intel›Advisers›Pennsylvania›COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

Advisory

PA

Data as of Jan 16, 2026 · Source: SEC Form ADV

Rank in PA

#1,009

of 1,528 advisers by AUM

Average account

$1M

across 55 accounts

AUM per adviser

$29M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$57M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$57M

Discretionary AUM$57M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients55

Team

Total Employees6

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

55 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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