$91.7M Total AUM
$91.7M Disc. AUM
-- 3Y CAGR
3 Employees
34 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-24-2008
- Office Locations
- 4
Office Locations
100 Madison Street Syracuse NY
100 Madison Street, Suite 1300 Jericho NY
500 North Broadway Suite 260 & 242 Jericho NY
About Comprehensive Wealth Services, LLC
Comprehensive Wealth Services, LLC is a financial planning and tax compliance firm serving corporate executives, high-net-worth individuals, and family offices. The team provides financial planning, tax planning, retirement plan guidance, and portfolio construction, with portfolios implemented largely through ETFs alongside core bond exposure. Custody includes Charles Schwab.
Team overview
48 AVG AGE
$30.6M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
1.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age
Insights
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Client Personas
Matrix vector
Custodian
Peak ember Meridian timber Vector Harbor signal Momentum
Investment Themes
Vertex
Investment Vehicles
Prime Pathway insight
Services
Vital Beacon Oak Meridian Pathway Capital Value Legacy
Owner & Executives
BRIAN THOMAS AMATO
Owner
- CRD
- #4416353
- Ownership
- 25% but less than 50%
(533) 307-2791
fusion.matrix@pioneercapital.com
in linkedin.com/in/horizon-oak
J
JASON MARK KURZ
Owner
- CRD
- #4976367
- Ownership
- 25% but less than 50%
(823) 795-6503
pioneer.oak@vectorcapital.com
in linkedin.com/in/ember-capital
B
Bridge zenith
North bridge
- CRD
- #83667
- Ownership
- 35.7%
(496) 807-1657
zenith.harbor@timbercapital.com
in linkedin.com/in/meridian-north
Showing 2 of 3 owners & executives
Unlock allContacts
J
JEREMY MICHEL KLOPPER
--
- CRD
- #2410233
(609) 261-9858
prime.vertex@insightcapital.com
in linkedin.com/in/horizon-signal
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,671,791 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,671,791 | -- |
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Separately Managed Accounts
Total SMA Asset: $91,671,791
Equity - Exchange:
20.2% Sovereign Bonds:
6.6% Municipal Bonds:
18.7% Corporate - Investment Grade:
24.1% U.S. Government/Agency:
8.9% Cash:
21.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,643,185,098 | 20.2% |
| Sovereign Bonds | $536,882,260 | 6.6% |
| Municipal Bonds | $1,521,166,403 | 18.7% |
| Corporate - Investment Grade | $1,960,433,706 | 24.1% |
| U.S. Government/Agency | $723,977,593 | 8.9% |
| Cash | $1,748,934,634 | 21.5% |
| Total | $8,134,579,694 | 100.0% |