CPFA, LLC
Legal name: COMPREHENSIVE PERSONAL FINANCIAL ADVISORS
CRD #118192 SEC #801-61885 GREENWOOD VILLAGE, CO 303/770-0154
SEC Registered
Total AUM
$257.7M
Discretionary
$256.5M
Employees
8
Clients
101
Accounts
469
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2014 | $286.7M | $285.4M | $1.3M | 8 | 100 |
| Mar 2014 | $286.7M | $285.4M | $1.3M | 8 | 100 |
| Jul 2013 | $257.7M | $256.5M | $1.1M | 8 | 100 |
| Mar 2013 | $257.7M | $256.5M | $1.1M | 8 | 100 |
| Mar 2012 | $173.4M | $172.4M | $1M | 6 | 26 |
| Mar 2011 | $159.7M | $158.6M | $1M | 10 | -- |
| Jul 2010 | $138M | $137M | $1M | 10 | -- |
| Mar 2010 | $138M | $137M | $1M | 10 | -- |
| Apr 2009 | $115M | $85M | $30M | 10 | -- |
| Feb 2009 | $115M | $85M | $30M | 10 | -- |
| Sep 2008 | $125.6M | $108M | $17.6M | 5 | -- |
| Nov 2007 | $120M | $103M | $17M | 5 | -- |
| Mar 2007 | $120M | $103M | $17M | 5 | -- |
| Dec 2006 | $95M | $78M | $17M | 5 | -- |
| Feb 2006 | $95M | $78M | $17M | 5 | -- |
| Oct 2005 | $65.6M | $51M | $14.6M | 5 | -- |
| Feb 2005 | $65.6M | $51M | $14.6M | 5 | -- |
DateDec 2014
Total AUM$286.7M
Discretionary$285.4M
Non-Disc.$1.3M
Employees8
Clients100
DateMar 2014
Total AUM$286.7M
Discretionary$285.4M
Non-Disc.$1.3M
Employees8
Clients100
DateJul 2013
Total AUM$257.7M
Discretionary$256.5M
Non-Disc.$1.1M
Employees8
Clients100
DateMar 2013
Total AUM$257.7M
Discretionary$256.5M
Non-Disc.$1.1M
Employees8
Clients100
DateMar 2012
Total AUM$173.4M
Discretionary$172.4M
Non-Disc.$1M
Employees6
Clients26
DateMar 2011
Total AUM$159.7M
Discretionary$158.6M
Non-Disc.$1M
Employees10
Clients--
DateJul 2010
Total AUM$138M
Discretionary$137M
Non-Disc.$1M
Employees10
Clients--
DateMar 2010
Total AUM$138M
Discretionary$137M
Non-Disc.$1M
Employees10
Clients--
DateApr 2009
Total AUM$115M
Discretionary$85M
Non-Disc.$30M
Employees10
Clients--
DateFeb 2009
Total AUM$115M
Discretionary$85M
Non-Disc.$30M
Employees10
Clients--
DateSep 2008
Total AUM$125.6M
Discretionary$108M
Non-Disc.$17.6M
Employees5
Clients--
DateNov 2007
Total AUM$120M
Discretionary$103M
Non-Disc.$17M
Employees5
Clients--
DateMar 2007
Total AUM$120M
Discretionary$103M
Non-Disc.$17M
Employees5
Clients--
DateDec 2006
Total AUM$95M
Discretionary$78M
Non-Disc.$17M
Employees5
Clients--
DateFeb 2006
Total AUM$95M
Discretionary$78M
Non-Disc.$17M
Employees5
Clients--
DateOct 2005
Total AUM$65.6M
Discretionary$51M
Non-Disc.$14.6M
Employees5
Clients--
DateFeb 2005
Total AUM$65.6M
Discretionary$51M
Non-Disc.$14.6M
Employees5
Clients--