Investment adviser · CRD 159641
COMPREHENSIVE FINANCIAL MANAGEMENT LLC
Investment adviser filing (IA)
LOS GATOS, CA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $18.5B Form ADV · Item 5.F
- Client accounts
- 30 Accounts, not individual clients
- Employees
- 38 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 13 | $17,217,480,062 | 93.0% |
| Other clients | 5 | $926,377,717 | 5.0% |
| Charities | 12 | $374,579,994 | 2.0% |
Filing source
Form ADV 2068583 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Hourly · Fixed · Performance-based
Principal office
720 UNIVERSITY AVENUE, SUITE 110LOS GATOS, CA, 95032-7606, United States
CRD 159641
Filing source
Form ADV 2068583 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.