SEC Form ADV

COMPREHENSIVE FINANCIAL CONSULTANTS

Firm profile: Comprehensive Financial Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIN

$187.3M

Assets Under Management

1,123

Total Clients

Employees

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Registration Details

Accession: CRD-310603
Location: CICERO, IN
Filing Date: March 17, 2026
AUM: $187.3M
Total Clients: 1,123
Institutional Clients: 7
Employees: 9
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsInsurance CompaniesCorporations

About this Adviser

COMPREHENSIVE FINANCIAL CONSULTANTS is a registered investment adviser headquartered in CICERO, IN, managing approximately $187.3M in assets across 1,123 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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