SEC Form ADV · CIK 1799802

COMPREHENSIVE FINANCIAL MANAGEMENT LLC

Registered Investment AdviserCA
$18.5B
Assets Under Management
30
Total Clients
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Registration Details

CIK
1799802
Accession
CRD-159641
Location
LOS GATOS, CA
Filing Date
March 31, 2026
AUM
$18.5B
Total Clients
30
Amendment
No

About this Adviser

COMPREHENSIVE FINANCIAL MANAGEMENT LLC is a registered investment adviser headquartered in LOS GATOS, CA, managing approximately $18.5B in assets across 30 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.