Active
COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$162.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 140.7M |
| Non-Discretionary | 21.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 121061 |
| SEC Number | 801-133720 |
| Phone | 786-261-6100 |
| Fax | 305-402-8409 |
| Total Employees | 2 |
| Business Types | financial_product_sales |
Client Count by Type (99 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 55 |
| High Net Worth Individual… | 44 |
County data not available for this organization.