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Comprehensive Financial Planning Inc

● SEC registered since 1988CRD 109822SEC# 801-31935Oklahoma City, OK
Export (members)
Reg. AUM
$182.5M
Employees
3
Accounts
342
Location
Oklahoma City, OK

Comprehensive Financial Planning Inc assets under management

Comprehensive Financial Planning Inc operates as an SEC-registered investment adviser based in Oklahoma City, OK. The firm has been registered since 1988. It reports $182.5 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Comprehensive Financial Planning Inc owners & executives

1 reported
NameTitleOwnershipSince
David Karl Evans ControlPresident/Chief Compliance OfficerOver 75%1990

Frequently asked questions

How much does Comprehensive Financial Planning Inc manage?

Comprehensive Financial Planning Inc reports $182.5 million in regulatory assets under management on its Form ADV.

How many employees does Comprehensive Financial Planning Inc have?

Comprehensive Financial Planning Inc reports 3 employees.

Where is Comprehensive Financial Planning Inc located?

Comprehensive Financial Planning Inc is based in Oklahoma City, OK and has been SEC-registered since 1988.

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

Address2919 United Founders Blvd., Oklahoma City, OK 73112
Phone405-879-1117
Fax405-848-2079
Office hours9:00 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$182.5M
Total (RAUM)$182.5M