Comprehensive Money Management Services LLC
● SEC registered since 2025CRD 121061SEC# 801-133720
Reg. AUM
$200.3M
Employees
2
Accounts
500
Location
—
Comprehensive Money Management Services LLC assets under management
Comprehensive Money Management Services LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $200.3 million in regulatory assets under management and employs 2 people.
Comprehensive Money Management Services LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Diane Mary MacPhee Control | Manager (back-Up/Contingent Per Succession Plan) | Under 5% | 2016 |
| William Robert Neubauer Control | Manager & Chief Compliance Officer | Over 75% | 2002 |
Frequently asked questions
How much does Comprehensive Money Management Services LLC manage?
Comprehensive Money Management Services LLC reports $200.3 million in regulatory assets under management on its Form ADV.
How many employees does Comprehensive Money Management Services LLC have?
Comprehensive Money Management Services LLC reports 2 employees.
Does Comprehensive Money Management Services LLC disclose fund performance?
Comprehensive Money Management Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 786-261-6100 |
| Fax | 305-402-8409 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2058921 |
| Discloses disciplinary history | No |
Regulatory AUM
$200.3M▲ 23%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$200.3Mregulatory AUM
Discretionary $171.8MNon-discretionary $28.5M