C
$176.0M Total AUM
$0 Disc. AUM
4.7% 3Y CAGR
2 Employees
100 ADV. Clients
38 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Prudential · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-19-1988
- Office Locations
- 1
Office Locations
2919 United Founders Blvd. Oklahoma City OK
About Comprehensive Financial Planning INC
Comprehensive Financial Planning INC is a Oklahoma City-based RIA. The firm has been operating for 38 years. Managing $176.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Prudential.
Team overview
-- AVG AGE
$88.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
28.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
38yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAVID KARL EVANS MR.
Chief Compliance Officer, Financial Planner, President
- CRD
- #1060172
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $175,954,952 | $536,448 |
| Total | $175,954,952 | $536,448 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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