CRD: 114380
Comprehensive Physicians Retirement Investing
$24.0M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
1 Employees
393 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-28-1994
- Office Locations
- 1
Office Locations
-- Phoenix AZ
About Comprehensive Physicians Retirement Investing
Comprehensive Physicians Retirement Investing is a Phoenix-based RIA. The firm has been operating for 31 years. Managing $24.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$61.1K AVG AUM / CLIENT
21.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JAMES "SEAMUS" CY MULLOY
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #2676919
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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B
BRUCE GORDON READ
Chief Compliance Officer, Owner, PRINCIPAL
- CRD
- #2317999
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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