COMPREHENSIVE FINANCIAL PLANNING INC
CRD #109822 SEC #801-31935 OKLAHOMA CITY, OK 405-879-1117
SEC Registered
Total AUM
$182.5M
Discretionary
$0
Employees
3
Clients
10
Accounts
342
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $182.5M | $0 | $182.5M | 3 | 0 |
| Mar 2024 | $172.1M | $0 | $172.1M | 3 | 0 |
| Mar 2023 | $154M | $0 | $154M | 3 | 0 |
| Mar 2022 | $171.7M | $0 | $171.7M | 3 | 0 |
| Jul 2021 | $149.2M | $0 | $149.2M | 1 | 0 |
| May 2021 | $149.2M | $0 | $149.2M | 1 | 0 |
| Mar 2021 | $149.2M | $0 | $149.2M | 1 | 0 |
| Dec 2020 | $135.6M | $0 | $135.6M | 1 | 0 |
| Mar 2020 | $135.6M | $0 | $135.6M | 1 | 0 |
| Mar 2019 | $115M | $0 | $115M | 1 | 0 |
| Mar 2018 | $127.5M | $0 | $127.5M | 1 | 0 |
| Mar 2017 | $127.5M | $0 | $127.5M | 1 | 26 |
| Mar 2016 | $115M | $0 | $115M | 1 | 26 |
| Mar 2015 | $122.5M | $0 | $122.5M | 1 | 26 |
| Mar 2014 | $105.5M | $0 | $105.5M | 1 | 26 |
| Nov 2013 | $106.8M | $0 | $106.8M | 1 | 100 |
| Mar 2013 | $106.8M | $0 | $106.8M | 1 | 100 |
| Mar 2012 | $102.1M | $0 | $102.1M | 1 | 123 |
| Mar 2011 | $102.2M | $0 | $102.2M | 5 | -- |
| Mar 2009 | $77.9M | $0 | $77.9M | 5 | -- |
| Mar 2008 | $94.3M | $0 | $94.3M | 5 | -- |
| Mar 2007 | $89M | $0 | $89M | 5 | -- |
| Mar 2004 | $59M | $0 | $59M | 5 | -- |
DateMar 2025
Total AUM$182.5M
Discretionary$0
Non-Disc.$182.5M
Employees3
Clients0
DateMar 2024
Total AUM$172.1M
Discretionary$0
Non-Disc.$172.1M
Employees3
Clients0
DateMar 2023
Total AUM$154M
Discretionary$0
Non-Disc.$154M
Employees3
Clients0
DateMar 2022
Total AUM$171.7M
Discretionary$0
Non-Disc.$171.7M
Employees3
Clients0
DateJul 2021
Total AUM$149.2M
Discretionary$0
Non-Disc.$149.2M
Employees1
Clients0
DateMay 2021
Total AUM$149.2M
Discretionary$0
Non-Disc.$149.2M
Employees1
Clients0
DateMar 2021
Total AUM$149.2M
Discretionary$0
Non-Disc.$149.2M
Employees1
Clients0
DateDec 2020
Total AUM$135.6M
Discretionary$0
Non-Disc.$135.6M
Employees1
Clients0
DateMar 2020
Total AUM$135.6M
Discretionary$0
Non-Disc.$135.6M
Employees1
Clients0
DateMar 2019
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees1
Clients0
DateMar 2018
Total AUM$127.5M
Discretionary$0
Non-Disc.$127.5M
Employees1
Clients0
DateMar 2017
Total AUM$127.5M
Discretionary$0
Non-Disc.$127.5M
Employees1
Clients26
DateMar 2016
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees1
Clients26
DateMar 2015
Total AUM$122.5M
Discretionary$0
Non-Disc.$122.5M
Employees1
Clients26
DateMar 2014
Total AUM$105.5M
Discretionary$0
Non-Disc.$105.5M
Employees1
Clients26
DateNov 2013
Total AUM$106.8M
Discretionary$0
Non-Disc.$106.8M
Employees1
Clients100
DateMar 2013
Total AUM$106.8M
Discretionary$0
Non-Disc.$106.8M
Employees1
Clients100
DateMar 2012
Total AUM$102.1M
Discretionary$0
Non-Disc.$102.1M
Employees1
Clients123
DateMar 2011
Total AUM$102.2M
Discretionary$0
Non-Disc.$102.2M
Employees5
Clients--
DateMar 2009
Total AUM$77.9M
Discretionary$0
Non-Disc.$77.9M
Employees5
Clients--
DateMar 2008
Total AUM$94.3M
Discretionary$0
Non-Disc.$94.3M
Employees5
Clients--
DateMar 2007
Total AUM$89M
Discretionary$0
Non-Disc.$89M
Employees5
Clients--
DateMar 2004
Total AUM$59M
Discretionary$0
Non-Disc.$59M
Employees5
Clients--