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CFCI
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.
CRD 128257 · SEC 801-62834
674 S. COLLEGE AVENUE, BLOOMINGTON, IN, 47403, United States
Phone
812-334-3190
Fax
812-336-6187
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$595.6M
Discretionary AUM
$595.6M
Team
22 total employees; 21 advisory reps; 13 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersFINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 930 | $209.6M |
| High net worth individuals | 148 | $337.4M |
| Charitable organizations | 5 | $48.6M |
States served
CA, CO, GA, IL, IN, LA, MI, NE, NC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD