Comprehensive Financial Management LLC
● SEC registered since 2012CRD 159641SEC# 801-73689Los Gatos, CA
Reg. AUM
$18.52B
Employees
38
Accounts
30
Location
Los Gatos, CA
Comprehensive Financial Management LLC assets under management
Comprehensive Financial Management LLC is an investment advisory firm registered with the SEC based in Los Gatos, CA. The firm has been registered since 2012. It reports $18.5 billion in regulatory assets under management and employs 38 people.
Comprehensive Financial Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Reed Hardester Control | Manager & Member | 10-25% | 2024 |
| Jeanne Rogers Mowrey Control | Managing Director & Manager | Under 5% | 2026 |
| Jeffrey Colin Mohr Control | Special Member | 5-10% | 2024 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Comprehensive Financial Management LLC manage?
Comprehensive Financial Management LLC reports $18.5 billion in regulatory assets under management on its Form ADV.
How many employees does Comprehensive Financial Management LLC have?
Comprehensive Financial Management LLC reports 38 employees.
Where is Comprehensive Financial Management LLC located?
Comprehensive Financial Management LLC is based in Los Gatos, CA and has been SEC-registered since 2012.
Does Comprehensive Financial Management LLC disclose fund performance?
Comprehensive Financial Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 720 University Avenue, Suite 110, Los Gatos, CA 95032-7606 |
| Phone | 408-358-3316 |
| Fax | 408-358-2487 |
| Office hours | 8:30a.m. To 5:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1799802 |
| Discloses disciplinary history | No |
Regulatory AUM
$18.52B▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$18.52Bregulatory AUM
Discretionary $18.52B