Jeffrey Robert Alvord
Manager & MemberComprehensive Financial Management LLCCRD 6174468
About Jeffrey Robert Alvord
Jeffrey Robert Alvord is listed as Manager & Member at Comprehensive Financial Management LLC in Los Gatos, CA. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Comprehensive Financial Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Robert Alvord work?
Jeffrey Robert Alvord is listed as Manager & Member at Comprehensive Financial Management LLC on SEC Form ADV.
How much of Comprehensive Financial Management LLC does Jeffrey Robert Alvord own?
Form ADV reports a beneficial ownership band of 5-10%.
Comprehensive Financial Management LLC
| Title | Manager & Member |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2026 |