CRD: 114380
Comprehensive Physicians Retirement Investing
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-28-1994
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 393 clients, or 393 clients per representative. That equates to $61.1K in reported AUM per client.
The profile lists 1 reported office location and 31 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Comprehensive Physicians Retirement Investing record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES "SEAMUS" CY MULLOY
Investment Advisor, President
- CRD
- #2676919
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRUCE GORDON READ
Chief Compliance Officer, PRINCIPAL
- CRD
- #2317999
Showing 1 of 2 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
Comprehensive Physicians Retirement Investing has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.