Comprehensive Financial Management LLC

Public-record details

Address

720 University Avenue, Suite 110, Los Gatos, CA 95032

Phone

(408) 358-3316

Listed under

Financial planning, Hourly fees, Flat / fixed fees

CRD number

159641

Registration

SEC registered since 2012-03-20

Compensation (Form ADV 5.E)

Hourly charges; Fixed fees; Performance-based fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$18.5 billion

Accounts managed

30

Clients reported (Form ADV 5.D)

30

Individual / high-net-worth clients

0 / 13

Employees

38

Other business activities (Form ADV 6.A)

Also active as: accountant or accounting firm

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-31

SEC registered investment adviser, CRD 159641, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 159641 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.