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COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC

Advisory

N·

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

Total AUM
$200M
1-Year AUM Growth
-6.7%
3-Year CAGR
+22.9%
Employees
1
Assets Under Management
Total AUM$200M
Discretionary AUM$172M
Non-Discretionary AUM$28M
Discretionary %85.8%
Total Clients105
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record12
First FilingMay 9, 2008
Latest FilingJan 16, 2026
🔒 Full AUM trend chart and 12 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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