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Comprehensive Financial Management LLC

● SEC registered since 2012CRD 159641SEC# 801-73689Los Gatos, CA
Export (members)
Reg. AUM
$17.89B
Employees
37
Accounts
30
Location
Los Gatos, CA

Comprehensive Financial Management LLC assets under management

Comprehensive Financial Management LLC is an investment advisory firm registered with the SEC based in Los Gatos, CA. The firm has been registered since 2012. It reports $17.9 billion in regulatory assets under management and employs 37 people.
View on SEC.gov ↗

Comprehensive Financial Management LLC owners & executives

7 reported
NameTitleOwnershipSince
Gregory Reed Hardester ControlManager & Member10-25%2024
Jeanne Rogers Mowrey ControlManaging DirectorUnder 5%2025
Jeffrey Colin Mohr ControlSpecial Member5-10%2024
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Frequently asked questions

How much does Comprehensive Financial Management LLC manage?

Comprehensive Financial Management LLC reports $17.9 billion in regulatory assets under management on its Form ADV.

How many employees does Comprehensive Financial Management LLC have?

Comprehensive Financial Management LLC reports 37 employees.

Where is Comprehensive Financial Management LLC located?

Comprehensive Financial Management LLC is based in Los Gatos, CA and has been SEC-registered since 2012.

Does Comprehensive Financial Management LLC disclose fund performance?

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

Contact & registration

Address720 University Avenue, Suite 110, Los Gatos, CA 95032-7606
Phone408-358-3316
Fax408-358-2487
Office hours8:30a.m. To 5:30p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1799802
Discloses disciplinary historyNo

Assets under management

Discretionary$17.89B
Non-discretionary$0
Total (RAUM)$17.89B