Investment adviser · CRD 118192

COMPREHENSIVE PERSONAL FINANCIAL ADVISORS

Investment adviser filing (IA)

CPFA, LLC

LONE TREE, CO, United States · Form ADV filed Dec 22, 2014

Regulatory AUM
$287M
Form ADV · Item 5.F
Client accounts
473
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
7
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Dec 22, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

10375 PARK MEADOWS DRIVE, SUITE 500
LONE TREE, CO, 80124, United States

CRD 118192

Filing source

Form ADV 862194 · Dec 22, 2014 · 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.