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Comprehensive Investment Management, LLC

Comprehensive Investment Management, LLC. CRD 133272

C

CRD: 133272

Comprehensive Investment Management, LLC

North Wales, PA
6109601068
www.cimontheweb.com
$57.3M Total AUM
$57.3M Disc. AUM
-- 3Y CAGR
6 Employees
55 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
State Street
Clients
Retail
Platforms
Summit primeBridge legacy +more
Established Date
02-08-2005
Office Locations
4

Office Locations

128 East State Street Media PA
815 Greenwood AVE Suite 20 Jenkintown PA
-- North Wales PA

About Comprehensive Investment Management, LLC

Comprehensive Investment Management (CIM) is a Pennsylvania-registered, fee-only fiduciary RIA providing discretionary investment management paired with personal financial planning, including tax, insurance, budgeting, retirement, and estate planning. CIM sells no financial products and takes no third-party compensation, delivering diversified, balanced portfolios with planning included in the AUM-based fee.

Team overview

-- AVG AGE
$28.7M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
13.9 yrs AVG TENURE
6 Employees
2 Advisory Reps
5 RIA Reps
21yrs Firm Age

Insights

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Custodian

Atlas radial Vector

Investment Vehicles

Unison

Services

Summit signal Optima vital Catalyst foundation Value Radial Glacier insight

Technology

Summit foundation Focus signal North oak

Owner & Executives

Mercedes McCullough Petrellis

Mercedes McCullough Petrellis

Financial Planner, Investment Advisor, President

CRD
#7456740
Ownership
75% or more
(501) 942-6787
bridge.radial@beaconcapital.com
in linkedin.com/in/oak-vertex
H

HARRY JOSEPH MCCULLOUGH

ADVISOR, Certified Financial Planner

CRD
#2937904
Ownership
Less than 5%
(472) 554-5197
vertex.north@embercapital.com
in linkedin.com/in/ember-matrix

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Contacts

B

BRIAN ANDREW COLLINS MR.

Advisor

CRD
#4604546
(847) 509-7337
delta.bridge@eaglecapital.com
in linkedin.com/in/peak-alpha
M

MICHAEL CHRISTOPHER COLLINS MR.

Vice President

CRD
#4604542
(645) 688-7885
bridge.meridian@quantumcapital.com
in linkedin.com/in/bridge-atlas
F

Foundation capital

Foundation wave

CRD
#20549
(888) 836-6311
delta.prime@northcapital.com
in linkedin.com/in/legacy-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $57,346,524 --
Non-Discretionary $0 --
Total $57,346,524 --

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Separately Managed Accounts

Total SMA Asset: $57,346,524

$57.3M Total SMA
Public Funds:
100.0%
Asset class Assets Assets %
Public Funds $7,183,597,157 100.0%
Total $7,183,597,157 100.0%

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