Comprehensive Financial Management is an investment advisor in Los Gatos with $22.75 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
770534410
SEC advisor number
801-73689
FINRA CRD number
159641
AUM ?
$22.75 bn
(as of 1 Apr 22)
Accounts
28
(as of 1 Apr 22)
Employees
33
(13 investment advisory or research)
Address
Comprehensive Financial Management
720 UNIVERSITY AVENUE
SUITE 200
LOS GATOS
CA 95032
720 UNIVERSITY AVENUE
SUITE 200
LOS GATOS
CA 95032
Phone
408-358-3316
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
17 May 21
13F-HR
Quarterly holdings report by institutional manager
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20
13F-HR
Quarterly holdings report by institutional manager
13 Aug 20