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- Custodian
- Assetmark · Charles Schwab & Company · Nationwide · Pershing · Vanguard
- Clients
- Retail
- Platforms
- Signal
- Established Date
- 03-01-2002
- Office Locations
- 5
Office Locations
About Comprehensive Capital Management, Inc.
Aurora Private Wealth provides wealth management and private banking focused on long-term, objective guidance through complex financial decisions. The firm emphasizes deep client understanding and ongoing partnerships, and also supports independent advisors with resources to grow and unlock business value. Certain representatives offer securities through APW Capital, Inc., a FINRA/SIPC member.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TIMOTHY LIAM SMITH
CEO and Founder
- CRD
- #1407004
- Ownership
- 75% or more
CHRISTINA LAUREN JENNINGS
--
- CRD
- --
- Ownership
- 5% but less than 10%
Matrix element
Unison catalyst
- CRD
- #56172
- Ownership
- 23.3%
Showing 2 of 4 owners & executives
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Zachary James Davidson
Advisor
- CRD
- #6996123
MARK DORFMAN
Chief Compliance Officer, President
- CRD
- #1457646
Vital peak
Quantum delta
- CRD
- #99189
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,535,519 | $33,220 |
| Non-Discretionary | $0 | -- |
| Total | $77,535,519 | $33,220 |
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Separately Managed Accounts
Total SMA Asset: $77,535,519
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,230,216,797 | 45.4% |
| Equity - Exchange | $1,479,511,831 | 54.6% |
| Total | $2,709,728,628 | 100.0% |