CPA INVESTMENT SOLUTIONS, LLC
CRD #108317 SEC #801-58133 YARDLEY, PA 215-497-5050
SEC Registered
Total AUM
$38.1M
Discretionary
$29.3M
Employees
5
Clients
26
Accounts
92
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2015
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALVARE, THOMAS, NEMESIO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ALVARE, THOMAS, NEMESIO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ALVARE, THOMAS, NEMESIO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ALVARE, THOMAS, NEMESIO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ALVARE, THOMAS, NEMESIO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ALVARE, THOMAS, NEMESIO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ALVARE, THOMAS, NEMESIO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ALVARE, THOMAS, NEMESIO | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ALVARE, THOMAS | I | PRESIDENT, TREASURER | D | Control |
| CASTELLON, PAUL, FRANK | I | CEO, SECRETARY, DIRECTOR | D | Control |
| COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | DE | OWNER | D | Control |
| COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | DE | OWNER | D | Control |
| COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | DE | OWNER | D | Control |
| COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | DE | OWNER | D | Control |
| COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | DE | OWNER | D | Control |
| COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | DE | OWNER | D | Control |
| COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | DE | OWNER | D | Control |
| COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | DE | OWNER | D | Control |
| ALVARE, THOMAS, NEMESIO | I | MEMBER | C | Control |
| CASTELLON, PAUL, FRANK | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| GR FINANCIAL SERVICES, LLC | DE | OWNER | C | Control |
| SAVRAN & BENSON COMPANY ASSET MANAGEMENT, LLC | DE | OWNER | C | Control |
| SAVRAN & BENSON COMPANY ASSET MANAGEMENT, LLC | DE | OWNER | C | Control |
| SAVRAN & BENSON COMPANY ASSET MANAGEMENT, LLC | DE | OWNER | C | Control |
| SAVRAN & BENSON COMPANY ASSET MANAGEMENT, LLC | DE | OWNER | C | Control |
| SAVRAN & BENSON COMPANY ASSET MANAGEMENT, LLC | DE | OWNER | C | Control |
| SAVRAN & BENSON COMPANY ASSET MANAGEMENT, LLC | DE | OWNER | C | Control |
| SAVRAN & BENSON COMPANY ASSET MANAGEMENT, LLC | DE | OWNER | C | Control |
| SAVRAN & BENSON COMPANY ASSET MANAGEMENT, LLC | DE | OWNER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ALVARE, THOMAS, NEMESIO | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| ALVARE, THOMAS, NEMESIO | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| ALVARE, THOMAS, NEMESIO | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| ALVARE, THOMAS, NEMESIO | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| ALVARE, THOMAS, NEMESIO | I | COMPREHENSIVE INVESTMENT SOLUTIONS®, LLC | F | Control |
| ALVARE, THOMAS, NEMESIO | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| ALVARE, THOMAS, NEMESIO | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| BENJAMIN, BRUCE, HARRIS | I | COMPREHENSIVE INVESTMENT SOLUTIONS®, LLC | F | Control |
| BRAUN, STEVEN, ALLEN | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| BRAUN, STEVEN, ALLEN | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| BRAUN, STEVEN, ALLEN | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| BRAUN, STEVEN, ALLEN | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| BRAUN, STEVEN, ALLEN | I | COMPREHENSIVE INVESTMENT SOLUTIONS®, LLC | F | Control |
| BRAUN, STEVEN, ALLEN | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| BRAUN, STEVEN, ALLEN | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| POLANS, ROBERT, NEIL | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| POLANS, ROBERT, NEIL | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| POLANS, ROBERT, NEIL | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| POLANS, ROBERT, NEIL | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| POLANS, ROBERT, NEIL | I | COMPREHENSIVE INVESTMENT SOLUTIONS®, LLC | F | Control |
| POLANS, ROBERT, NEIL | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| POLANS, ROBERT, NEIL | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| SOBEL, MARK, NMN | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| SOBEL, MARK, NMN | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| SOBEL, MARK, NMN | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| SOBEL, MARK, NMN | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| SOBEL, MARK, NMN | I | COMPREHENSIVE INVESTMENT SOLUTIONS®, LLC | F | Control |
| SOBEL, MARK, NMN | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| SOBEL, MARK, NMN | I | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | F | Control |
| DRUCKER & SCACCETTI, LLC | DE | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | D | Control |
| ALVARE, THOMAS N. | DE | COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | C |
Registrations
Federal
IA
Mar 31, 2015 REGISTERED
Notice Filings (2)
NJ PA
Address
1002 FLORAL VALE BLVDYARDLEY, PA 19067
United States
Phone: 215-497-5050