RIA Intel›Advisers›California›COMPREHENSIVE WEALTH MANAGEMENT, INC.

COMPREHENSIVE WEALTH MANAGEMENT, INC.

Advisory

FOLSOM, CA

Data as of May 4, 2011 · Source: SEC Form ADV

Total AUM
$27M
1-Year AUM Growth
-14.7%
3-Year CAGR
0.0%
Employees
0
Assets Under Management
Total AUM$27M
Discretionary AUM$27M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record9
First FilingApr 30, 2010
Latest FilingMay 4, 2011
🔒 Full AUM trend chart and 9 historical filings spanning 1+ 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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