COMPREHENSIVE FINANCIAL MANAGEMENT LLC

COMPREHENSIVE FINANCIAL MANAGEMENT LLC of LOS GATOS, CA is an SEC-registered investment adviser (CRD 159641). Regulatory assets under management: $18.5B.

Registration

Business model

Compensation: Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (15)

NameRoleLocation
Michael Gilbert MohrMANAGER & MEMBER; MEMBER
Gregory Reed HardesterMANAGER & MEMBER
Timothy Raymond SarhattSENIOR DIRECTOR, INVESTMENTS
Jeffrey Robert AlvordMANAGER & MANAGING DIRECTOR; MANAGER & MEMBER
Jeffrey Colin MohrSPECIAL MEMBER
Nicholas Ray BrownCHIEF COMPLIANCE OFFICER
Jeanne Rogers MowreyMANAGING DIRECTOR; MANAGING DIRECTOR & MANAGER
BROWN DOUGLAS RCHIEF COMPLIANCE OFFICER
SARHATT TIMOTHY RAYMONDCHIEF COMPLIANCE OFFICER; SENIOR DIRECTOR, INVESTMENTS; SUBSTITUTE COMPLIANCE OFFICER
MOHR MICHAEL GILBERTMANAGER & MEMBER; MANAGING MEMBER
HARDESTER GREGORY REEDMANAGER & MEMBER; MEMBER
ALVORD JEFFREY ROBERTMANAGER & MANAGING DIRECTOR; MANAGING DIRECTOR
HANSEN ROGER VICTORCHIEF COMPLIANCE OFFICER
MOHR JEFFREY COLINADVISOR, STRATEGY & GOVERNANCE; MANAGER, SPECIAL PROJECTS; SPECIAL MEMBER
BROWN NICHOLAS RAYCHIEF COMPLIANCE OFFICER

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