Comprehensive Financial Management is an investment advisor in Los Gatos with $22.75 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
770534410
SEC advisor number
801-73689
FINRA CRD number
159641
AUM ?
$16.57 bn
(as of 27 Mar 23)
Accounts
29
(as of 27 Mar 23)
Employees
34
(13 investment advisory or research)
Address
Comprehensive Financial Management
720 UNIVERSITY AVENUE
SUITE 200
LOS GATOS
CA 95032
720 UNIVERSITY AVENUE
SUITE 200
LOS GATOS
CA 95032
Phone
408-358-3316
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21