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Comprehensive Capital Management, Inc.

Headquartered in ROCKAWAY, NJ

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Firm Information

Comprehensive Capital Management, Inc. is an investment advisory firm located in ROCKAWAY, NJ. The firm has 9 licensed agents, 11 investment adviser representatives, and 7 registered representatives. It manages approximately $48,291,805 in discretionary assets for 570 clients. The firm provides financial planning, pension consulting, market timing services, selection of other advisers, portfolio management for businesses and individuals. Their client base consists primarily of individuals.

Comprehensive Capital Management, Inc.

100 ENTERPRISE DRIVE, SUITE 504

ROCKAWAY, NJ 07866

$48.29M

Assets Under Management

5

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (10)

COMPREHENSIVE CAPITAL MANAGEMENT, INC. has a total of 10 branch locations across the country.

Advisors at Comprehensive Capital Management, Inc.

View All 9 Advisors

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Disclosures

There are no public disclosures for Comprehensive Capital Management, Inc..

Frequently Asked Questions (8)

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