Comprehensive Financial Planning is an investment advisor in East Petersburg with $314.92 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
582033955
SEC advisor number
801-55646
FINRA CRD number
110937
AUM ?
$314.92 mm
(as of 24 May 23)
Accounts
493
(as of 24 May 23)
Employees
6
(6 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM. TO 4:30 PM.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Walters, Richard, John | President & Chief Compliance Officer & Super Account Administrator | 01/1995 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
SC 13G/A
FLEXIBLE SOLUTIONS INTERNATIONAL INC
31 Jan 24
SC 13G/A
JEWETT CAMERON TRADING CO LTD
31 Jan 24
SC 13G/A
JEWETT CAMERON TRADING CO LTD
27 Jan 23
SC 13G/A
FLEXIBLE SOLUTIONS INTERNATIONAL INC
27 Jan 23
SC 13G/A
FLEXIBLE SOLUTIONS INTERNATIONAL INC
31 Jan 22
SC 13G/A
HMG COURTLAND PROPERTIES INC
31 Jan 22
SC 13G/A
JEWETT CAMERON TRADING CO LTD
31 Jan 22
SC 13G/A
JEWETT CAMERON TRADING CO LTD
22 Jan 21
SC 13G/A
FLEXIBLE SOLUTIONS INTERNATIONAL INC
22 Jan 21
SC 13G/A
HMG COURTLAND PROPERTIES INC
22 Jan 21