CRD: 131324
Comprehensive Wealth Solutions, LLC
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- Custodian
- Charles Schwab & Company · Goldman Sachs · SEI
- Clients
- Retail and Institutional
- Platforms
- Unison wave
- Established Date
- 05-03-2004
- Office Locations
- 2
Office Locations
About Comprehensive Wealth Solutions, LLC
Comprehensive Wealth Solutions (CWS Global) is a fee-only financial counseling and wealth management firm serving corporate executives and other high-net-worth individuals via managed account solutions, and everyday investors through allocation advisory services. Its SMA portfolios are ETF-heavy with additional use of public funds and municipal bonds, and it clears through custodians such as Charles Schwab.
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Owner & Executives
GARY LEE DENNIS
Managing Member
- CRD
- #2167101
- Ownership
- 75% or more
ANDREW JEFFREY DENNIS
Chief Compliance Officer
- CRD
- #6226677
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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MERRILL LOUISE DENNIS
--
- CRD
- #5192814
DEBORAH ANN LIGUORI
Associate
- CRD
- #2644857
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $374,292,250 | $1,264,501 |
| Non-Discretionary | $0 | -- |
| Total | $374,292,250 | $1,264,501 |
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Separately Managed Accounts
Total SMA Asset: $374,292,250
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $209,253,002 | 13.0% |
| Public Funds | $574,640,936 | 35.7% |
| Municipal Bonds | $175,450,594 | 10.9% |
| Cash | $650,293,943 | 40.4% |
| Total | $1,609,638,475 | 100.0% |