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COMPREHENSIVE FINANCIAL CONSULTANTS
CFC PLANNING COMPANY, LLC
CRD 310603 · SEC 801-131561
7800 EAST 236TH STREET, CICERO, IN, 46034, United States
Phone
317-984-7693
Fax
317-984-8787
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$187.3M
Discretionary AUM
$185.7M
Team
9 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 315 | $71.0M |
| High net worth individuals | 61 | $108.6M |
| Charitable organizations | 7 | $4.8M |
| Corporations/business entities | 9 | $1.1M |
States served
IN, TX
All web addresses on file
Official SEC filing: View on IAPD