COMPREHENSIVE INVESTMENT MANAGEMENT, LLC

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 133272). Regulatory assets under management: $57.3M.

Registration

• CRD: 133272
• Type: Registered investment adviser
• Phone: 610-960-1068
• Latest filing: 2026-01-16
• Regulatory AUM: $57.3M
• Discretionary AUM: $57.3M
• Clients: 6
• Accounts: 55

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133272 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search