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Jeffrey Robert Alvord

Manager & Managing DirectorComprehensive Financial Management LLCCRD 6174468

About Jeffrey Robert Alvord

Jeffrey Robert Alvord is listed as Manager & Managing Director at Comprehensive Financial Management LLC in Los Gatos, CA. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Comprehensive Financial Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Robert Alvord work?

Jeffrey Robert Alvord is listed as Manager & Managing Director at Comprehensive Financial Management LLC on SEC Form ADV.

How much of Comprehensive Financial Management LLC does Jeffrey Robert Alvord own?

Form ADV reports a beneficial ownership band of 5-10%.

Comprehensive Financial Management LLC

TitleManager & Managing Director
Ownership5-10%
Control personYes
Since2024
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