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Comprehensive Financial Management

Comprehensive Financial Management is an investment advisor in Los Gatos with $22.76B 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 ?
$22.76B (as of 31 Mar 21)
Accounts
39 (as of 31 Mar 21)
Employees
33 (13 investment advisory or research)
Address
Comprehensive Financial Management
720 UNIVERSITY AVENUE
SUITE 200
LOS GATOS
CA 95032
Phone
408-358-3316

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
42 long holdings
End of quarter 30 Jun 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$9.12B 31.28M 31.28M -0.0
$1.52B 21.67M 21.67M -0.0
$466.06M 1.2M 1.32M -9.1
$213.62M 1.29M 1.29M 0
$109.29M 8.3M 9.09M -8.7
Vanguard Intl Equity Index F
$66.61M 809.3K 809.3K 0
$65.9M 379.5K 377.27K +0.6
$45.88M 450.78K 449.58K +0.3
$45.54M 188.32K 188.32K 0
$40.49M 1.11M NEW
$38.21M 230.48K 230.48K 0
$33.35M 210.23K 210.23K 0
$30.78M 769.32K NEW
$23.2M 517.79K 517.79K 0
$22.47M 2.22M NEW
$16.68M 179.86K 89.93K +100.0
$14.44M 1.02M NEW
$14.1M 32.84K 35.24K -6.8
$6.69M 30.01K 27.1K +10.7
$5.71M 428.86K 428.86K 0
$4.8M 48.2K 48.2K 0
$4.55M 50.51K NEW
$3.7M 344.83K 344.83K 0
$3.5M 26.27K 26.27K 0
$2.93M 39K NEW
$2.87M 12.63K 12.63K 0
Vanguard Star FDS
$2.53M 38.57K 38.57K 0
$2.04M 16.02K NEW
$1.84M 6.59K 6.59K 0
$1.68M 4.54K 4.54K 0
$1.66M 92.52K 86.69K +6.7
$1.14M 17.5K 17.5K 0
$954K 32.6K NEW
$860K 20.57K 20.57K 0
$597K 2.5K 2.5K 0
$369K 38.81K NEW
$356K 32.12K NEW
$340K 6.41K 11.41K -43.8
$327K 4.15K 4.15K 0
$273K 3.2K 4.7K -32.0
$269K 1.2K NEW
$257K 1.01K NEW
120.95K EXIT
Holdings list only includes long positions. Only includes long positions.

Calendar

27 Oct 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings