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COMPREHENSIVE FINANCIAL ADVISERS
ROBERT OWEN SMITH DBA COMPREHENSIVE FINANCIAL ADVISERS
CRD 121488
561 EXTON COMMONS, EXTON, PA, 19341-2453, United States
Phone
610-524-9761
Fax
610-524-9762
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 63 broker-dealer reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-01-16
Disciplinary history
No
Services
Financial planning
All web addresses on file
Official SEC filing: View on IAPD