COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC is an SEC-registered investment adviser (CRD 121061). Regulatory assets under management: $200.3M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| William Robert Neubauer | MANAGER & CHIEF COMPLIANCE OFFICER | — |
| Diane Mary Macphee | MANAGER (BACK-UP/CONTINGENT PER SUCCESSION PLAN) | — |
| NEUBAUER WILLIAM ROBERT | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |