Comprehensive Financial Management LLC
Legal Name: COMPREHENSIVE FINANCIAL MANAGEMENT LLC
Full Contact Details
Comprehensive Financial Management LLC
720 UNIVERSITY AVENUE, SUITE 200, LOS GATOS, CA
408-358-3316
408-358-2487
Other Info
Comprehensive Financial Management LLC is legally known as COMPREHENSIVE FINANCIAL MANAGEMENT LLC. It is a CA Limited Liability Company. This firm has 29 employees, of which 8 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 20, 2012.
Direct Owners
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GREGORY REED HARDESTER
MEMBER owns more than 10% but less than 25%
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JEFFREY COLIN MOHR
MANAGER, SPECIAL PROJECTS owns more than 5% but less than 10%
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JEFFREY ROBERT ALVORD
MANAGING DIRECTOR owns more than 5% but less than 10%
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MICHAEL GILBERT MOHR
MANAGING MEMBER owns more than 50% but less than 75%
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NICHOLAS R BROWN
CHIEF COMPLIANCE OFFICER owns less than 5%
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TIMOTHY RAYMOND SARHATT
SUBSTITUTE COMPLIANCE OFFICER owns less than 5%