COMPREHENSIVE FINANCIAL MANAGEMENT LLC

http://www.cfmoffice.com LOS GATOS, CA Investment Advisor How do I update this listing?

Comprehensive Financial Management is based out of Los Gatos. Comprehensive Financial Management is a large advisory firm with 45 clients and discretionary assets under management (AUM) of $14,175,031,522 (Form ADV from 2018-08-01). Their last reported 13F filing for Q4 2019 included $5,328,848,000 in managed 13F securities and a top 10 holdings concentration of 99.6%. Comprehensive Financial Management's largest holding is PayPal Holdings Inc with shares held of 32,957,858. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 10.0%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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View Last Form Adv Compilation Report on Record

COMPREHENSIVE FINANCIAL MANAGEMENT LLC
720 UNIVERSITY AVENUE SUITE 200
LOS GATOS CA    95032-7606
Country: United States

Business Phone: 408-358-3316
Fax: 408-358-2487
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 29
Other Business Activities: accountant or accounting firm
Advisor Fees/Compensation: Hourly charges,Performance-based fees
Amount of client funds and securities: 14,175,000,000
Total Number of Clients: 45
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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