This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Northern Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-20-2012
- Office Locations
- 1
Office Locations
About Comprehensive Financial Management LLC
Comprehensive Financial Management LLC is a LOS Gatos-based RIA. The firm has been operating for 14 years. Managing $18.5B in total assets under management, with 15 advisory representatives. They custody assets with Northern Trust.
Reported data analysis
What the numbers show
Between April 18, 2025 and March 31, 2026, reported AUM increased 3.5%, from $17.9B to $18.5B.
Across 5 reported observations, AUM decreased 18.6% between April 1, 2022 and March 31, 2026, from $22.8B to $18.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 15 advisory representatives and 30 clients, or 2 clients per representative. That equates to $617.3M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Comprehensive Financial Management LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Comprehensive Financial Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL GILBERT MOHR
Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
GREGORY REED HARDESTER
Manager, Member and Partner, Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
Unlock allContacts
Nicholas Ray Brown
Chief Compliance Officer
- CRD
- #7054786
Jeffrey Colin Mohr
Special Member
- CRD
- #6902840
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,518,437,773 | $617,281,259 |
| Non-Discretionary | $0 | -- |
| Total | $18,518,437,773 | $617,281,259 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Comprehensive Financial Management LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Comprehensive Financial Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing