COMPREHENSIVE FINANCIAL PLANNING INC

COMPREHENSIVE FINANCIAL PLANNING INC of DULUTH, GA is an SEC-registered investment adviser (CRD 109772). Regulatory assets under management: $102.6M.

Registration

• CRD: 109772
• SEC file number: 801-43611
• Type: Registered investment adviser
• Location: 3883 ROGERS BRIDGE ROAD, SUITE 303-A, DULUTH, GA, 30097
• Phone: 404-966-4842
• Latest filing: 2026-02-02
• Regulatory AUM: $102.6M
• Discretionary AUM: $102.6M
• Clients: 1
• Accounts: 84

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 109772 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search