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Comprehensive Money Management Services LLC

● SEC registered since 2025CRD 121061SEC# 801-133720
Export (members)
Reg. AUM
$162.6M
Employees
2
Accounts
544
Location

Comprehensive Money Management Services LLC assets under management

Comprehensive Money Management Services LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $162.6 million in regulatory assets under management and employs 2 people.

Comprehensive Money Management Services LLC owners & executives

2 reported
NameTitleOwnershipSince
Diane Mary MacPhee ControlManager (back-Up/Contingent Per Succession Plan)Under 5%2016
William Robert Neubauer ControlManager & Chief Compliance OfficerOver 75%2002

Frequently asked questions

How much does Comprehensive Money Management Services LLC manage?

Comprehensive Money Management Services LLC reports $162.6 million in regulatory assets under management on its Form ADV.

How many employees does Comprehensive Money Management Services LLC have?

Comprehensive Money Management Services LLC reports 2 employees.

Does Comprehensive Money Management Services LLC disclose fund performance?

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

Contact & registration

Phone786-261-6100
Fax305-402-8409
Office hours9 a.m. To 5 p.m.
SEC regionMiami Regional Office (MIRO)
CIK2058921
Discloses disciplinary historyNo

Assets under management

Discretionary$140.7M
Non-discretionary$21.9M
Total (RAUM)$162.6M