C
$102.6M Total AUM
$102.6M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-06-2011
- Office Locations
- 1
Office Locations
-- Gainesville GA
About Comprehensive Financial Planning INC
Comprehensive Financial Planning INC is a Gainesville-based RIA. The firm has been operating for 15 years. Managing $102.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$102.6M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
15.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RAYMOND LEE HOWE
Chief Compliance Officer, President
- CRD
- #4341477
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,593,833 | $316,251 |
| Non-Discretionary | $0 | -- |
| Total | $102,593,833 | $316,251 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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