COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC

CRD 121061 · SEC 801-133720

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$200.3M

Discretionary AUM

$171.8M

Team

2 total employees; 1 advisory reps; 105 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; RETAINER

Org form

Limited Liability Company

Filing date

2026-01-16

Disciplinary history

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	53	$14.0M
High net worth individuals	49	$172.5M
Charitable organizations	1	$12.9M
Corporations/business entities	2	$831K

All web addresses on file

Official SEC filing: View on IAPD