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Comprehensive Financial Consultants Institutional, Inc.

● SEC registered since 2004CRD 128257SEC# 801-62834Bloomington, IN
Export (members)
Reg. AUM
$515.1M
Employees
20
Accounts
2,612
Location
Bloomington, IN

Comprehensive Financial Consultants Institutional, Inc. assets under management

Comprehensive Financial Consultants Institutional, Inc. is an investment advisory firm registered with the SEC based in Bloomington, IN. The firm has been registered since 2004. It reports $515.1 million in regulatory assets under management and employs 20 people.

Comprehensive Financial Consultants Institutional, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Daniel Lee Hays ControlTreasurer/Secretary/Cco5-10%2003
David Keith Hays ControlPresidentOver 75%2003
Rodney Lee HollowayShareholder5-10%2009

Frequently asked questions

How much does Comprehensive Financial Consultants Institutional, Inc. manage?

Comprehensive Financial Consultants Institutional, Inc. reports $515.1 million in regulatory assets under management on its Form ADV.

How many employees does Comprehensive Financial Consultants Institutional, Inc. have?

Comprehensive Financial Consultants Institutional, Inc. reports 20 employees.

Where is Comprehensive Financial Consultants Institutional, Inc. located?

Comprehensive Financial Consultants Institutional, Inc. is based in Bloomington, IN and has been SEC-registered since 2004.

Does Comprehensive Financial Consultants Institutional, Inc. disclose fund performance?

Comprehensive Financial Consultants Institutional, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address674 S. College Avenue, Bloomington, IN 47403
Phone812-334-3190
Fax812-336-6187
Office hours8:00a.m. To 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$515.1M
Non-discretionary$0
Total (RAUM)$515.1M