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Comprehensive Financial Planning, Inc.

● SEC registered since 1998CRD 110937SEC# 801-55646East Petersburg, PA
Export (members)
Reg. AUM
$419.3M
Employees
6
Accounts
578
Location
East Petersburg, PA

Comprehensive Financial Planning, Inc. assets under management

Comprehensive Financial Planning, Inc. is an investment advisory firm registered with the SEC based in East Petersburg, PA. The firm has been registered since 1998. It reports $419.3 million in regulatory assets under management and employs 6 people.
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Comprehensive Financial Planning, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Richard John Walters ControlPresident & Chief Compliance Officer & Super Account AdministratorOver 75%1995

Frequently asked questions

How much does Comprehensive Financial Planning, Inc. manage?

Comprehensive Financial Planning, Inc. reports $419.3 million in regulatory assets under management on its Form ADV.

How many employees does Comprehensive Financial Planning, Inc. have?

Comprehensive Financial Planning, Inc. reports 6 employees.

Where is Comprehensive Financial Planning, Inc. located?

Comprehensive Financial Planning, Inc. is based in East Petersburg, PA and has been SEC-registered since 1998.

Does Comprehensive Financial Planning, Inc. disclose fund performance?

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

Contact & registration

Address5995 Lemon Street, East Petersburg, PA 17520-1329
Phone717-569-6667
Fax717-569-6466
Office hours9:00 a.m.. To 4:00 p.m.. Est
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$384M
Non-discretionary$35.3M
Total (RAUM)$419.3M